Your sales forecast shouldn't be a finger-in-the-air exercise. We help you build planning that connects pipeline to revenue to commission - so Finance and Sales finally agree on the numbers.
Sound familiar?
Sales says £5M. Finance budgeted £4M. CRM shows £3M committed. Three numbers, three realities, one argument every month.
Your commission plan is in a spreadsheet. Calculating payouts takes days. Nobody trusts the numbers and disputes eat management time every quarter.
You redesign territories once a year, by gut feel. Mid-year changes are too painful. By Q4, some reps have too much, others too little.
Salesforce shows opportunity data, but converting that to a forecast? Manual probability weighting in Excel. Historical win rates? Nobody's tracked them properly.
How many reps do you need to hit target? What's the ramp time? What's the quota:OTE ratio? The maths is done on the back of an envelope.
There's a haircut applied to every sales forecast. It's political, not analytical. Neither side is happy and the truth is somewhere in between.
How we help
We build models that connect CRM data to financial forecasts. Driver-based, data-led, transparent. When Sales and Finance look at the same model, they see the same truth.
Pipeline data flows automatically from Salesforce, HubSpot, or Dynamics. No more manual exports and reconciliation.
Historical win rates by stage, segment, rep, product. Use data, not guesswork, to weight your pipeline.
Quota per rep, ramp curves, attrition assumptions. Understand how many people you need to hit target.
Balanced territories based on opportunity, not just geography. Model rebalancing scenarios in minutes.
Complex comp plans calculated automatically. Reps see their numbers in real-time. Disputes drop dramatically.
Sales forecast flows to revenue and expense planning. One integrated model, one version of the truth.
Working together
2-3 weeks. We audit your current forecasting, territory design, and commission processes. Prioritised roadmap delivered.
Blueprint for your sales planning model. Data architecture, user workflows, integration points.
Build the model, connect to CRM, load historical data, train users. Live in time for next planning cycle.
Commission calculations, territory updates, quota setting support. Retained expertise when you need it.
"Sales reps can now see exactly how their commission is calculated. Disputes have dropped dramatically and we've freed up significant finance time."
- VP Sales Compensation
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Let's talk about how to connect your CRM to your forecasts and get Sales and Finance on the same page.