Sales Forecast from CRM Pipeline for Sage Intacct

What is a Sales Forecast from CRM Pipeline?

A Sales Forecast based on a company’s CRM pipeline data and past sales records is an automated tool that sales managers use to more accurately estimate sales for upcoming months. The Sales Forecast template typically includes actual sales data in the first columns, followed by CRM pipeline data in subsequent columns, which can be manually adjusted to create a more realistic estimate. The final months are populated with the existing budget but can still be adjusted by the sales manager. Users can examine the underlying sales transactions by drilling down on the actual columns for research purposes. An example of this type of Sales Forecast template is provided below.

Purpose of Sales Forecast with CRM Pipeline Templates

Companies and organizations use Sales Forecast with CRM Pipeline Templates to generate updated sales estimates based on available data. When integrated into good business practices in a Sales Department, these templates can improve forecasting accuracy and reduce the risk of negative downstream impacts resulting from poor sales forecasting methods.

Benefits to Users

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

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 Sage Intacct

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 Templates 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: 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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