Sales Forecast from CRM Pipeline for Acumatica

By: Nils R.April 16, 2023

What is a Sales Forecast from CRM Pipeline ? A Sales Forecast that leverages data from a company's CRM pipeline and sales history is a valuable automated planning tool for sales managers. It enables them to generate more accurate sales estimates for upcoming months. This type of forecast template contains actual year-to-date sales figures in the first columns and CRM pipeline data in the subsequent columns, which can be adjusted manually to create a more realistic estimate. The remaining months are automatically populated with the existing budget but can still be altered by the sales manager. For research purposes, users can analyze underlying sales transactions by drilling down on the actual columns. An example of this type of forecast template is presented below. Purpose of Sales Forecast with CRM Pipeline Templates Sales Forecast with CRM Pipeline Templates help organizations generate updated sales estimates based on available data. When used as part of sound business practices in the Sales Department, these templates can improve forecasting accuracy and reduce the risk of poor sales forecasting methods leading to negative downstream impacts. Benefits to Users

Using a Sales Forecast with CRM Pipeline Templates can deliver significant benefits to business users. By predicting sales more accurately, sales managers can make informed decisions on resource allocation, budgeting, and hiring. This type of forecasting model can also help identify trends in customer behavior and buying patterns, enabling businesses to adjust their strategies accordingly. With the ability to drill down into the actual sales transactions, users can pinpoint areas for improvement in their sales processes and target opportunities for growth. By utilizing this tool, sales teams can become more efficient in their jobs and make data-driven decisions that lead to improved business outcomes.

Sales Forecast with CRM Pipeline Template Example

Here is an example of a Sales Forecast input template combining actual, pipeline and budgeted sales.

Sales Forecast from CRM Pipeline Example for Acumatica

Sales Forecast from CRM Pipeline Example from Solver

You can find 100’s of additional examples here. Who Uses This Type of Forecast Template ? The typical users of this type of forecast template are: Sales Executives and other managers. Other Forecast Template s Often Used in Conjunction with Sales Forecast with CRM Pipeline Templates Progressive Sales Departments sometimes use several different Sales Forecast with CRM Pipeline Templates, along with sales reports, sales dashboards, financial forecast reports and other management and control tools. Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Acumatica, Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Netsuite and others. In analyses where budgets or forecasts are used, the data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions. What Tools are Typically used for Reporting, Planning and Dashboards? Examples of business software used with the data and ERPs mentioned above are:

Native ERP report writers and query tools
Spreadsheets (for example Microsoft Excel)
Corporate Performance Management (CPM) tools (for example Solver)
Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Technology Solutions and More Examples

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Sales Forecast from CRM Pipeline for Acumatica

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