Forecasting shouldn’t be hard, be done in spreadsheets, or be expensive software most of your sales team doesn't use. It should just work and give you the confidence you need for every board meeting. With Scratchpad, it does.
Last Friday, you had 5x pipeline coverage. On Monday's forecast call, it dropped below 2x coverage and you don’t know why. If your forecast is a wild guess driven by spreadsheets and gut instincts, there's a better way.
Scratchpad Forecasting is intuitive, simple, and gives you visibility into revenue at risk. Inspect details of every opportunity in fewer clicks, create forecast rollups across reps, managers, and leaders, and track pipeline changes over time. All in a beautifully simple view connected to Salesforce.
Waterfall Analytics help you avoid bad end-of-quarter surprises and take action quickly. With a detailed breakdown of your forecast changes and the reasons behind them, you can identify risks across your team. If your pipeline drops unexpectedly, you can see which deals were pushed or decreased in size. If your commit is lower than expected, you can quickly get answers about which deals changed and how they impacted your number for the quarter.
"Scratchpad's forecasting presents the data in a way that makes it easy to identify what's going on."
Trends Analytics utilizes your team's past sales performance to create visual forecasts. This allows you to track how deals progress over time and provides greater assurance you will meet your sales targets. Assess how your Commits are changing compared to Best Case over the quarter and get immediate answers to why your pipeline suddenly dropped or increased overnight. Review individual rep performance to understand how they are progressing their deals over time.
“I can now trust my data as I know reps are constantly updating their opportunities. Better forecasting. Better visibility into deals. Better chance of closing deals.”
Rollups give you a clear view of your team's deals, allowing you to run weekly rollups quickly. Analyze sales regions, teams, and individual performance in more detail, and track progress over time. View which deals make up their forecasts, investigate changes in numbers, or make overrides. With just a few clicks, you can switch from a bird's-eye view to granular details for easy inspection and a comprehensive picture of your opportunities.
“If you’re managing a team where you’re looking after 10 reps, you can’t have your finger in all deals. Scratchpad gives you the ability to do that and coach better.”
Sometimes, you need to review team performance over time and evaluate past periods of your sales forecast, especially when your team structure has changed. You might do this manually in Salesforce reports or BI tools, or if you are using spreadsheets, good luck! Scratchpad snapshots are automated and daily data captures across reps, teams, and activities to ensure you have an historical record of pipeline changes.
“Elegance in simplicity. Forecast is more accurate, no deals get missed, data is updated quickly and in real-time from the field."
