Plans

Advanced forecasting: Focus on the opportunities you are most likely to close. Add to your open funnel dashboard.

• Forecast summary of won, open funnel, new funnel

• Predictive analytics forecast of open funnel and new funnel (opps that are not yet in your open funnel): current quarter to next year

• Daily track of won, open and new funnel forecasts, Forecast Category (if tracked in Salesforce), and other user-defined forecasts

• Staleness countdown: shows which opportunities to focus on—before they go stale

• Opportunity scores: likelihood of winning each opportunity

• Pull-in scores: which future quarter opportunities would have the highest likelihood of closing if their close dates were pulled in to current quarter

Analysts: Analysts turn your CRM data into sales productivity improvement insights and forecasts. Analysts author, save, and publish Funnelcast reports. Custom reporting: Don't see what you need? We'll add it. Built to your specifications. Joined columns: Improve insights and forecasts by adding columns (fields) to your dataset so you can filter data, segment models, and summarize reports. Salesforce Opportunity History columns (required data) are excluded from these limits. KPI trends: Key Performance Indicators (KPIs) help you focus resources and show you what you really need to know to assess and improve processes. Know how you are doing and spot important changes in trends. Open funnel dashboard: The way to brief your management team or run a sales meeting. Understand your funnel quickly with open funnel details and summaries. A single screen shows you what's going on. Planning: Optimize your resource allocation with gap analysis and goal seeking. Understand:

• 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

Premium priority support: Our experts will guide you to sales forecasting and sales optimization success. Report views/month: Number of times shared reports are accessed by users (excluding analysts). Scheduled reporting: Schedule important reports to run automatically based on the latest data so you have quick and easy access to your most current insights. Shared reports: Collaborate, save, and selectively share insights and forecasts with others in your organization. Teams and Slack integration: Easily share reports with your coworkers using your organization’s preferred messaging application. Users: Anyone in your organization who needs to access and interact with reports. Win rates: Optimize your sales process by understanding your win rates and advance rates by stage. Rates are computed properly—a function of time since entering stage, and incorporating all open, won, and lost opportunities.

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.

Funnelcast Analysts (Modelers) author, save, and publish reports for access by Funnelcast Users. Reports are interactive and allow Users to explore forecasts and insights in more detail.

Users authenticate through Salesforce. The first registrant in a company is assigned the role of Analyst (aka Modeler) and must have API access to Salesforce.

All Funnelcast products offered here are integrated with Salesforce via the Salesforce API. If you use another CRM system, or if you prefer to push data manually to Funnelcast, please contact us about using the Funnelcast Explorer (not available here).

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