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OPPORTUNITY FORECASTING & MANAGEMENT

Focus on the Right Opportunities at Exactly the Right Time

Gain the insights needed to simplify pipeline reviews, improve sales hygiene, and prioritize moving the right opportunities along in the funnel.

Sales Dashboards - Opportunity Management

Forecast With Confidence

Leverage a machine learning backed algorithm to score each opportunity on the likelihood to close each quarter and roll up to a quarterly or yearly forecast. Or, create your own company forecast by allowing your reps and managers to identify which opportunities to include in the weekly forecast the ability to override the amount listed in your CRM.

Sales Dashboards - Opportunity Management

Forecast With Confidence

Leverage a machine learning backed algorithm to score each opportunity on the likelihood to close each quarter and roll up to a quarterly or yearly forecast. Or, create your own company forecast by allowing your reps and managers to identify which opportunities to include in the weekly forecast the ability to override the amount listed in your CRM.

Focus Your Pipeline Reviews

Filter your open opportunities by granular segments to streamline 1:1 or team wide pipeline reviews. Drill into all associated activities and changes and leverage the insights as reference points for discussion.

Sales dashboard examples: pipeline movement monitoring and sales revenue forecasting

Within a week of the start of Q2, Discern was within $10K of where we ended the quarter. By day 10, it was exactly on target. Unreal. We now use the Opportunity Score predictions it produces as one of our key metrics to measure pipeline hygiene.

Andrew D.Senior Vice President, Global Revenue Platform
Sales dashboard examples: pipeline movement monitoring and sales revenue forecasting

Focus Your Pipeline Reviews

Filter your open opportunities by granular segments to streamline 1:1 or team wide pipeline reviews. Drill into all associated activities and changes and leverage the insights as reference points for discussion.

Within a week of the start of Q2, Discern was within $10K of where we ended the quarter. By day 10, it was exactly on target. Unreal. We now use the Opportunity Score predictions it produces as one of our key metrics to measure pipeline hygiene.

Andrew D.Senior Vice President, Global Revenue Platform

Prioritize Efforts and Win More Business

Understand which opportunities are on the fence for the current quarter and deploy additional training and sales support as needed to help close the opportunity. Identify strong opportunities with the potential to close in the current quarter.

Prioritize Efforts and Win More Business

Understand which opportunities are on the fence for the current quarter and deploy additional training and sales support as needed to help close the opportunity. Identify strong opportunities with the potential to close in the current quarter.

Step In to the Future of Data Analytics