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Track Your Sales Forecast Effectively

Access an up-to-Date Sales Projection and Predict Revenue on a Weekly or Monthly Basis

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Access Accurate Revenue Forecast

RowShare is a collaborative tool which facilites data collection. In a single table, each employee can update their monthly forecast and capture the related revenues. Providing clear and accurate objectives to your sales team encourages their cohesion and confidence. And reporting on sales objectives in a clear and timely way supports strategic decision making by management

Control Information and Who You Share It With

Share the table to facilitate the team’s synergy. While sales managers have a complete view of the data, they can give controlled access to specific people or team depending, for example, on the types of accounts that salespeople are responsible.

Follow Objectives and Their Achievement

The manager can set up formulas to calculate the percentage of the objectives achieved by each team member and adjust the table when achieved. Another useful feature of this type of sheet is that the tool can be replicated for several years, making data easily comparable and ready for inclusion in a commercial dashboard.

Use This Table Template to Forecast Your Sales

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Sales Forecast : The Numerous Benefits for Your Sales Team

It’s no coincidence that there’s always high pressure on sales forecasts and reports: sales determine business development strategies. Upward forecasts will not drive the same strategies and activities as downward forecasts. These data are crucial to the decision-making process.

Setting sales targets for your employees has two consequences:

  • Each salesperson gains a clear understanding of their responsibilities and the expectations of their manager.
  • Visible progress will be a source of motivation.

Setting and monitoring objectives involves the sales manager in the sales team’s daily work and promotes overall productivity. Employees feel guided, considered, and understood. From a managerial point of view, predicting the team’s sales requires a good knowledge of the market. How mature is the market? Are there any new competitors? The weekly adjustment of sales forecasts increases market understanding. And subsequently, the manager will be able to provide his supervisors a report on forecasts and the results of actual sales.

Boost Your Sales Team’s Productivity With Rowshare

Check out the collaborative table templates offered by RowShare and boost your team’s productivity!
The shared table may include the following data:

  • Sales Representative
  • Sales Manager
  • Team (large enterprise, SME, start-up)
  • Month
  • Target
  • Forecast
  • Forecast Attainment
  • Actual Revenue
  • Actual Attainment
  • Goal achieved or not
  • Comments

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