Get an airtight forecast without spending all week interrogating your sales team.
Building a forecast using basic CRM functionality or spreadsheets is a tedious process that can silo the information and create a huge reliance on gut feel. Your leadership team lacks visibility into the most up-to-date forecast, just when they need it most.
With Datahug, all your teams’ forecast submissions are capture 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 the exact deals that 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 the products that your team sells are contributing to the forecast. Roll up a forecast for each and see the overall pipeline of opportunities.
See changes that have happened to deals in your pipeline over any period of time. Track last week’s changes, or measure trends over longer periods of time.
Capture all email and calendar activities with prospects. Automatically visible on Leads, Contacts, Accounts, and Opportunities within CRM.
Get a completely objective measurement of the health of each individual deal in your pipeline. Know where to focus your coaching and one-on-one time.