Get an airtight forecast without spending all week interrogating your sales team.
Building a forecast using basic CRM functionality or in a spreadsheet is a tedious process that creates information silos and a big reliance on gut feel. Your leadership team lacks visibility into a crucial part of your business, just when they need it most.
With Datahug, your team’s forecast submissions are captured directly within Salesforce. Managers can see which deals are included in the forecast, as well as the health of each individual deal. Overrides and adjustments can be applied at each level in your management hierarchy. The result is a highly accurate forecast, built with live data, always ready to be sent to your CEO.
Datahug works automatically, in the background, to ensure you always have the most up-to-date information about your customer interactions.
Toggle individual opportunities in and out of your forecast, so that sales reps, managers, and executives know exactly which deals make up the number.
Adjust the forecast category and amount of any deal in your team’s forecast. Add or remove deals from the forecast to get to the most accurate number.
See how each of your products are contributing to the overall forecast number. Drill down into the pipeline of opportunities that contain each product.
See changes that have happened to deals in your pipeline over any period of time. Track last week’s changes, or measure broader trends over time.
Capture all email and calendar activities with prospects. See these automatically on Leads, Contacts, Accounts, and Opportunities in CRM.
Get an objective measure of health for each opportunity in your pipeline. Know where to focus your coaching and when to remove a deal from the forecast.