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Sales Forecasting

Easily collect and aggregate sales forecast data

Sales Forecasting<

Products for Sales Forecasting

Workbooks

Bring teams together to work with data that contains controlled permissions, complete data lineage, and one source of truth.

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Linking

Link data between workbooks, documents, and presentations. Change once, update everywhere.

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Presentations

Collaborate to create data-driven presentations and dashboards within a familiar, secure environment.

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Documents

Work together in the same document—at the same time—with controlled formatting, full audit history, and linked data.

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Sales Forecasting: A Typical Wdesk Workflow

1

Create a Sales Forecast workbook

Create a new workbook or import previous documents.

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2

Collaborate

Users across teams and locations work in the same document, in the same version, at the same time.

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3

Link to reports

Link data from the workbook to the quarterly business review or a sales workbook. Numbers and text automatically update as data is updated.

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4

Roll forward templates

Roll forward after sales numbers have been reported. Links remain intact for next forecast cycle.

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Sales Forecasting

Easily collect and aggregate sales forecast data

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