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About

Sales performance management platform for HubSpot users. Master sales planning and set attainable goals based on your historical HubSpot data. Manage sales capacity efficiently and develop proper hiring calendars to hit your numbers. Employ multiple forecasting models and avoid end-of-quarter surprises. Use what-if scenarios to allocate resources efficiently. Gain actionable sales insights from your HubSpot. Access predefined planning templates, utilize what-if scenarios, and automatically assess goal attainability. Utilize AI and predictive forecasting to gain accurate future sales predictions. Monitor all critical sales performance metrics in real-time. Gain actionable insights on performance gaps (people, process, pipeline) without spending hours analyzing multiple reports. Assess current sales capacity and automatically calculate the needed capacity to attain sales quota. Monitor pipeline development in real-time and spot bottlenecks early.

About

Build accurate planning models faster, reduce errors, and drive better decision-making. Your business is dynamic, so your planning and forecasting environment should be as well. That's why we built world-class scale, speed, and flexibility into the modeling and forecasting capabilities of Workday Adaptive Planning. Harness world-class modeling to stay ahead in finance, sales, workforce planning, and beyond. Plan as a team and adapt with agility with built-in collaboration. Drive business performance with interactive dashboards, data visualizations, and charts that are easy to create, personalize, and share. Access easy-to-use management, financial, and sales reporting software—all in the cloud. Deliver stunning, instantly updated management reports with the Microsoft Office Suite and OfficeConnect. Easily connect to ERP, HCM, CRM, and other data sources for fast, reliable, and accurate business planning.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Sales and revenue leaders in need of a solution to increase their sales performance

Audience

Finance professionals and FP&A teams

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$149 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 4.5 / 5
design 4.5 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • It is user friendly and easy to work with it. Also it is an excellent platform when it comes to budgeting and reporting.
  • Cloud-based solution allows the full company to be involved; driver-based logic updates live so when you make a change, it flows through the entire model without causing breakage; seamless integration to Netsuite

Cons

  • It's set up is very strong I haven't experienced any problem while using it
  • Being so full-featured, it is difficult to teach to various members in your organization. I'd also definitely recommend an implementation partner as it's difficult to get your arms around at first.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Forecastio
Founded: 2023
United States
forecastio.ai/

Company Information

Workday
Founded: 2005
United States
www.workday.com/en-us/products/adaptive-planning/overview.html

Alternatives

Alternatives

Vena

Vena

Vena Solutions

Categories

Categories

Sales Forecasting Features

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Budgeting Features

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Financial Reporting Features

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Nonprofit Features

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Strategic Planning Features

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

Integrations

CandorIQ
Clevry
CloudNuro
Cocoon
Domo
Doublefin
FMI Works
Healthee
HubSpot Sales Hub
Informatica Intelligent Cloud Services
Longview Transfer Pricing
NetSuite
Oracle Fusion Cloud Financials
Qooper
Rivery
RunMyJobs by Redwood
Salesforce Data 360
Teamstack
Tillo
Workato

Integrations

CandorIQ
Clevry
CloudNuro
Cocoon
Domo
Doublefin
FMI Works
Healthee
HubSpot Sales Hub
Informatica Intelligent Cloud Services
Longview Transfer Pricing
NetSuite
Oracle Fusion Cloud Financials
Qooper
Rivery
RunMyJobs by Redwood
Salesforce Data 360
Teamstack
Tillo
Workato
Claim Forecastio and update features and information
Claim Forecastio and update features and information
Claim Workday Adaptive Planning and update features and information
Claim Workday Adaptive Planning and update features and information