For Finance Leaders
A services business forecasts the work as well as the win. A forecast view built on the records your reps actually work in, quota tracking for individuals and the team, and reporting you can export the moment you need it.
Forecast
Q3 · closes in 41 days
Commit
$412k
Best case
$618k
Closed won
$286k
Quota attainment
2 reps behind paceTeam
68% of $1.2M
Maya Silva
91% of $320k
Tom Byrne
54% of $280k
Export
Try it
A runnable walkthrough for finance leaders: a film. A forecast question at eight in the morning, answered as a chart with quota beside it, and the same answer scheduled to arrive every Monday without anyone running it.
Every figure is sample data. Nothing here is connected to a live account.
Insights
Sample dataOpen
AnyCRM. Insights.
The question
08:04. One line typed into the question box: how does this quarter compare to the last three?
The chart
Four columns: Q1 $412k, Q2 $486k, Q3 $618k, Q4 $540k. Q4 is forecast, not closed. The three behind it are closed won.
Quota
Commit $432k, best case $540k, closed won $318k. Aidan Cole 104% and over the line, Ruth Mbeki 91%, Sam Iyer 72%.
Second question
which stage do deals stall in? Median days in stage: Discovery 11, Qualification 9, Proposal 29, Negotiation 7. Proposal is the longest by far.
The answer. The peak.
Nineteen seconds, and the quarter reads itself. No pivot table, no ticket to RevOps, no waiting for somebody else to run the report. $540k forecast against a $432k commit, and Proposal is where the 29 days go.
Export
PDF, spreadsheet, CSV, and weekly by email turned on. Scheduled for Monday 08:00.
Close
The answer, while you are still asking. Forecast, pipeline and quota in one view, asked in plain English, taken as a PDF, a spreadsheet or a CSV, or waiting in your inbox every Monday at eight.
The problem
“The forecast reaches me as a spreadsheet, a week after the deals moved.”
The solution
The forecast view reads the same records the reps work in, so the number you are looking at is the number in the CRM. No export, no reconciliation step, no version question.
The problem
“Attainment across the regions is a question I have to ask four people.”
The solution
Quota tracking covers the individual and the team, so attainment is a view rather than a request. Sales and pipeline reporting sit beside it on the same data.
The problem
“Board pack week is a fire drill in a business that bills by the programme.”
The solution
Export any report as PDF, spreadsheet or CSV, or have it arrive weekly by email. The pack assembles from live records instead of a chain of screenshots.
Sales and pipeline reporting run on the records the reps work in, so the figure in the board pack is the figure in the CRM. Ask for a cut of it in plain English and read the answer as a chart, then export the whole thing when the pack is due.
Insights
Ask in plain English. Read it as a chart.
how does this quarter compare to the last three?
Ask another question
When procurement asks for the business case, it is built from the deal record rather than a blank spreadsheet.
See ROI analysisWhat you will use first
Where this role lives in the deal
Highlighted stages are where this role's use cases sit.
Price
One price per resolved outcome, built from three inputs, with the margin behind it.
Price
In-house against the BPO and the BPO with AI, built from the deal record.
Run
Containment, resolutions by outcome, escalations and service levels, month after month.
Run
Health, service levels against the SOW, QBR history and the expansion signals.
Run
Confidence per stage, one board, and the number the whole team stands behind.
Full deal intelligence from day one. No credit card required.