Sales Forecasting Software

Hurry up and wait. We’ve all experienced it. One month you’re slammed with client demands coming from every direction and the next you sit waiting for the phone to ring. Okay, maybe the phone bit is a tad exaggerated, but you get the point. Instead of reacting to peaks and valleys, level them with ConnectWise sales forecasting software and sales planning tools.

Sales Funnel Screenshot
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 The ConnectWise Sales Funnel and Sales Dashboard modules are just the sales forecasting tools you need to more accurately forecast – and plan – for sales and service requirements.

Use the Sales Funnel to track the progress and probability of your existing sales opportunities. Sales revenue for these accounts can even be designated as recurring revenue and spread over the expected life of the agreement. How’s that for accommodating your growing managed service revenue?
Our Sales Dashboard is designed to provide you with more timely and accurate information to use in your weekly sales meeting. With one click, your sales manager can review their entire team's performance against quota, or drill-down to an individual salesperson's targeted opportunities for the month. Quick access to key figures means they can also quickly review and coach their staff, leading to more sales wins with ConnectWise sales forecasting software.

 Sales Dashboard Screenshot
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Sales Forecasting Software and Sales Planning Tools Feature List

  • Sales Dashboard
  • Recurring Revenue supported
  • Sales Quotas
  • Sales teams
  • Integration to quoting tools
  • Multi-level sales structure
  • Roles based security
  • SSL supported

See the other Sales Force Automation modules

Contact us today for more information on how ConnectWise sales forecasting software and sales planning tools can help you gain more sales wins!