Sales Re-forecasting
Are you managing multiple sales forecast excel sheets for each sales person? Manually parsing through and copy-pasting each line to merge various versions?
What is Re-forecasting?
For larger CPG brands, individual sales team members manage their own portion of the sales forecast for the accounts that they own. These individual forecasts will then be merged into a central forecast for the whole business.
However, as brands scale, it becomes cumbersome to manage the different versions of sales forecasts that exist within the team, and merge into a central source of truth. With Confido's Sales Re-forecasting and Merging features, sales leaders can automatically set off re-forecasting workflows and use one-click merge. No more manual merging and sifting through countless excel sheets!!
Let's walk through how to do this on Confido.
- Typically, the Trade Manager / VP Sales kicks off the re-forecast workflow. Click Sales Forecast > "Create Re-forecast" > Choose Date > Create
- After the re-forecast is created, new versions of forecasts surfaced to sales users with due dates.
- Sales users will receive an email notification. Each sales users' forecast will have a separate URL for easy sharing.
- Sales manager can easily track the status of each individual sales user's forecast through. a sidebar view
- Click "Merge Changes" to merge the changes of the various sales users forecasts
