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features
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support

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Description

Prepare to captivate investors and accelerate your growth. Eliminate uncertainty by showcasing compelling, data-backed figures that will leave a lasting impression. Collaborate with specialists to develop a reliable revenue projection that you can stand behind confidently. Our team of financial experts for startups will help you create a tailored financial model that resonates with you, ensuring you shine in front of potential investors. Experience an online financial model that's not only powered by your data but also automated and intelligent. With our user-friendly interface, you can craft a solid budget in mere minutes, all without needing to write any formulas. Adjust parameters effortlessly using our assumptions feature and straightforward UI. Integrate your accounting software, like QuickBooks or Xero, to automatically import your actual expenses and maintain an accurate budget. With just a few clicks, you can connect your financial model to your accounting system, allowing for real-time updates and enhanced future forecasting. Additionally, incorporate your sales pipeline data to refine your short-term predictions and improve your strategic planning. This comprehensive approach will ensure you are always prepared and informed.

Description

Leverage your live pipeline and sales velocity metrics to gain a clearer insight into your company's financial health, eliminating the need for cumbersome spreadsheets. Enhance sales outcomes by accurately monitoring progress towards goals, while obtaining a real-time overview of your team, clients, and overall business performance. By identifying potential deal slippage ahead of time, you can take proactive measures to mitigate risks. Furthermore, boost the precision of your forecasting through improved collaboration, heightened accountability, and reduced reliance on assumptions. We understand that effective business strategies hinge on forward-thinking data, and recognize that those who focus excessively on historical financials may find themselves ill-equipped to make informed decisions for growth. Our mission is to empower businesses to make smarter choices by providing them with essential forward-looking data. We achieve this by revealing untapped potential within your CRM data and optimizing its utility to support your objectives. This proactive approach will not only enhance your decision-making process but also pave the way for sustainable success in an ever-evolving market.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Freshsales No 
Google Sheets No 
Insightly No 
Microsoft Excel No 
Microsoft Power BI No 
Pipedrive No 
QuickBooks Online Yes 
Salesforce No 
Stripe Yes 
Xero Yes 
Zoho CRM No 

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Freshsales Yes 
Google Sheets Yes 
Insightly Yes 
Microsoft Excel Yes 
Microsoft Power BI Yes 
Pipedrive Yes 
QuickBooks Online No 
Salesforce Yes 
Stripe No 
Xero No 
Zoho CRM Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$129 per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Forecastr

Country

United States

Website

www.forecastr.co

Vendor Details

Company Name

QuarterOne

Founded

2018

Country

United Kingdom

Website

www.quarterone.com

Product Features

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard No 
Dynamic Modeling No 
Exception Reporting No 
Graphical Data Presentation No 
Modeling & Simulation No 
Performance Metrics No 
Sales Trend Analysis No 
Statistical Analysis No 

Product Features

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard No 
Dynamic Modeling No 
Exception Reporting No 
Graphical Data Presentation No 
Modeling & Simulation No 
Performance Metrics No 
Sales Trend Analysis No 
Statistical Analysis No 

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