Plans

The Funnelcast Report: The core operational report for sales leaders. It shows you what to expect if your business continues as is, and highlights controllable key factors that will improve the likely outcome.

The Funnelcast Report may be produced for forecast period ranging from current month to next year. (Options depend on your version.) The report may further be summarized by any factor you use to allocate resources in your business. For instance, you may want to summarize the report by opportunity type (New Logos, Expansion, and Renewals); by geography; or by customer segments (employees, revenue...).

Components of the Funnelcast Report:

• Baseline estimated forecast distribution helps you communicate how likely you are to meet any goal. The baseline shows what to expect if you keep doing what you have been doing.

• Strategy-adjusted forecast distribution shows you what to expect if you change what you are doing in response to our reccomendations.

• Forecast summary of won, open funnel, new funnel.

• Predictive analytics forecast of open funnel and new funnel (deals that are not yet in your open funnel).

• Pace of sales to date compared to prior quarters.

• Waterfall of changes to pipeline vs. prior periods.

• Track of won, open and new funnel forecasts, Forecast Category, and other user-defined forecasts.

• Open pipeline coach: shows you how to maximize expected sales and minimize risk from your open pipeline. Identifies which deals to work and when.

• New pipeline planning coach: shows you how to maximize expected sales from prospective/new pipeline. Identifies the most impactful market segments to focus on.

  • How much demand generation you need to meet your plan

  • Which business segments are most productive

  • The effect of changes in your key performance indicators

• Staleness countdown: identifies at risk deals before they go become lost causes.

• Pull-in deals: alerts you to which future quarter opportunities have the highest likelihood of closing if their close dates were pulled in to current quarter.

• Focus: a small portfolio of key open deals to focus on. Work these deals to maximize your expected sales for the assumed risk. Focus produces on average, about a 60% sales productivity lift.
  

KPI Analytics report collection: a set of 15 reports on Key Performance Indicators (KPIs) to help you understand what is happening in the business. These KPIs help you focus resources and show you what you really need to know to assess and improve your sales processes.

• Win rates by segment and by sales stage, computed using the time-til-won (aka time-to-event) method; advance rates, and more.

• Trends help you spot important changes in the business. See KPIs (by segment) in win rates, opportunity generation, time til won, average selling price. deal size density, time til won density, sales concentration Pareto (overall), sales concentration by salesperson, and more.

Custom: Don't see what you need? We'll add it. Built to your specifications.

The value of Funnelcast is strongest when the entire organization is aligned on the insights we provide.

We also find that the forecast rollup process (individuals submitting sales forecasts, managers making up their own numbers...) is highly unproductive. Funnelcast does not support this process because it is so unproductive. Instead, we automate forecasting so it frees up time to focus on selling—in particular to focus on the deals and demand generation identified by our application.

Accordingly, we want our insights to be as broadly available as possible.

Funnelcast supports Chrome, Firefox, and Edge.

Yes, Funnelcast is a completely web based platform. You do not need to download any extension or install software.

Users authenticate through Salesforce or HubSpot. The first time they access the system, they will be prompted to allow Funnelcast to use the CRM to authenticate the user. They require no other special privileges.

Depending upon your CRM configuration, you may require a user with special API privileges to install Funnelcast.

Funnelcast connects to Salesforce and HubSpot via APIs.

If you use another CRM system, or if you prefer to push data manually to Funnelcast, please contact us about using the Funnelcast Explorer.

Yes, but the fees here are based on using Funnelcast to analyze your company's data. If you need to analyze third-party data (for example, if you are a service provider or an investor), please contact us to discuss your needs.