sales forecasting - removing the pain points

IMPROVING SALES FORECASTING

“Accurate and Timely Sales Forecasts”August 2016

Removing the Pain Points of current processes

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Pain 1

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• Untimely submission of forecasts against budget

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Pain 2

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Cant rely on accuracy of commit to the forecast

Forecast

Guess

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Pain 3

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Repeated consolidations due to late submission of spread sheets

Final numbers

Round x

Round 1

Round 2

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Pain 4

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No control if team is working on latest forecast – eg no status

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Pain 5

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Changes to already submitted numbers

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Pain 6

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Inaccurate comments or no comments for changes up or down

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Pain 7

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Catering for changes to customer circumstances

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Pain 8

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Changes to product selection by the end user – forecast by product and

customer, not just customer• Product A & C• Service X, Service Z

Customer 1

• Product A, B & D• No Services

Customer 2

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Pain 9

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Ability to monitor those submitters who over / under estimate their

forecasts frequentlyForecast 1 Forecast 2

Est 2

Est 1

Est 3

Est 2

Est 1

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Pain 10

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Updating for changes to team members within the group – minimise handover

issues

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Introducing FD Sales Planner

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Data entry

Workflow

Reporting options

My favourites

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Why FD Sales Planner?

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1. Cloud based centralised database2. One version of data not multiple sheets3. Workflow - protects data upon submission4. Set collection due dates and review submission status5. Commentary – users can explain changes or nuances6. Secure - users can only see their data7. Managers can consolidate and review data as its being

submitted8. Changes effective in real time9. Structures are protected from change by end users10. Easily to update for team changes or adding new

products

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Financial Driver/One platform/Multiple applications

© Financial Driver August 2016

Integrated suite of applications: FD Sales Planner – Supporting sales

managers and sales teams with sales budgets and forecasts

FD Planner – P&L, balance sheet, cash flow budgeting and forecasting for SME’s, Not for Profits and larger organisations

FD Ops Planner – Link your sales plans with operational plans

FD Pro – Our DIY version -allowing you to build where you have more specific business requirements

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Next Steps Lets discuss

Your current systems and process issues

Size of Team

Ways to get in touch Ph: 0800 0193 898 Email: sales@financialdriver.com www.financialdriver.com

We would love to hear from you

© Financial Driver August 2016