Budgeting and Forecasting

Monitor your sales overtime and create forecasting scenarios based on your market seasonality and historical track records to make your revenue projections more reliable.

What are sales teams missing?

  • Need for an aggregated view of sales actuals against budget by product line and segment
  • Looking to leverage historical sales pattern to improve the quality of their revenue projection
  • No consistency in sales reporting format highlighting victories and challenges

Your Data 

  • ERP
  • Invoicing systems
  • CRM
  • Marketing automation
  • Spreadsheets

Your KPIs and alerts

  • Time series regression
  • Revenue actuals against budget
  • Sales growth rate overtime
  • Market trends

Customer Story: Nouvelle Vague

Nouvelle Vague is using ClicData to keep track of sales actuals versus targets at the team level and
incentivize sales reps with real-time individual performance tracking. 

sales rep team

Main reason they chose ClicData:
Ability to combine data from Sellsy invoicing system, HubSpot CRM, and marketing automation, as well as
Google Sheets where their day-to-day activities sit.  


Where is your data sitting?

Salesforce Logohubspot logopriority erp logopipedrive logonetsuite logomongodb logosql server logo

Dashboard example for data-driven sales projections

sales kpi dashboard

Sales Forecast

With this dashboard, sales leaders and executives who want to stay informed and rely on up-to-date sales forecasts and revenue commitments. It’s time to stop relying on ever changing spreadsheets with a single version of the truth and data driven trending and projections.