Sales Forecasting

   

  This is how we do it!

   

  • Automation of forecast process by extracting actual data from SQL Server to Excel files and uploading data from Excel files to SQL Server after pipeline figures are updated.

  • Develop a database on SQL server or MS Access for sales forecasting, including tables, stored procedures.

  • Create pipeline templates to be used by the sales teams to input pipeline figures at the customer level.

  • Create a final forecast file to get the actuals, budget and pipeline figures into one Excel file.

 

 
sales fc process flow.png