Use Case

Sales forecasting with pigment

Align forecasts with targets to build better strategies.
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Sales planning as we know it is broken
The best sales plans are built on data-driven insights. But the process can feel very difficult at times, thanks to issues that plague teams worldwide.
Lack of visibility into sales team’s performance against targets
A reliance on intuition-based assumptions
Misalignment between sales targets and revenue objectives

One place with all the insights you need to build effective sales forecasts

Watch the 2 minute demo below to see how to run Sales Forecasting in Pigment.
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plan

The right data, presented to the right people

Empower sales leadership to create reliable forecasts and make informed decisions with up-to-date business data, by bringing in the relevant cross-functional teams at the right time.
forecast

Set a clear path to achieving targets

Track reps’ performance by stage, region, industry, deal type, or any other criteria that matters to your team and adjust your sales strategy.
tracking

Identify the deals that matter most

Uncover and focus on the opportunities with real-time visibility on key accounts and performance. Run scenarios to establish which deals need the most focus to reduce the overall cost of sales.

Key features for effective Sales Forecasting

import

Automated data import

Collect accurate data from your systems (CRM, ERP, HRIS, ATS…) in real time to avoid time-consuming tasks and data import errors.

List of business softwares integrated with Pigment on a blue background
Coworkers collaborating
scenarios

Scenario planning on-the-fly

Run your best case, baseline and other scenarios, and easily generate variance analyses.

drill down

Drill down

Understand what makes up your sales pipeline, and build accurate forecasts.

Drill down UI
"Amazing experience using Pigment for our internal process and annual planning needs. The system is easy to use, adapts to our organization's needs and the product continues to innovate."
IT Services · 30B+ USD
"Good experience implementing the tool, very strong user interface making it easy and fun to use. Stakeholders have been impressed by the look & feel which helped rolling it out to a broad audience."
Consumer Goods · 3B-10B USD
"Its ease of use, advanced analytics and collaboration capabilities make it a valuable asset for any organization looking to improve its performance and achieve its goals."
Finance · 500M-1B USD
"Futuristic planning and modelling platform. Provides excellent user experience, is highly adaptable, sleek , and saves us a TON of time. Could not imagine forecasting without it."
IT Services · 250M-500M USD
"Pigment is a very user friendly tool. It really is capable of doing magic in terms of financial planning."
Software · 3B-10B USD
"Pigment has become an invaluable tool in our organisation, both for actual margins analytics and scenario modeling."
Retail · 50M-250M USD
"We now have a collaborative tool to better steer our budget and be more efficient during forecasting period... We have onboarded many stakeholders and receive very positive feedbacks."
Services · 50M-250M USD

Discover more use cases

Quota planning UI

Quota Planning

Set fair quotas for your sales team that are aligned with your business objectives.
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Sales planning UI

Sales Capacity Planning

Get a clear view of your sales capacity to allocate and optimize resources with efficiency.
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Account scoring UI

Account Scoring and Segmentation

Set your team up for success by assigning the right accounts to the right territories, ensuring everyone has the opportunity to reach their targets.
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Frequently Asked Questions

What is sales forecasting, and why is it important for RevOps and Sales Ops?

Sales forecasting is the process of predicting future sales based on historical data, market analysis, and sales trends. It is crucial for RevOps because accurate sales projections enable businesses to allocate resources effectively, set realistic revenue targets, and make data-driven decisions. A precise revenue forecast is key to optimizing sales strategies and achieving overall business growth.

What features does Pigment offer for sales forecasting?

Pigment offers a range of features designed to improve sales forecasting, including:

- Scenario planning: Test different sales strategies and predict their impact on revenue.
- Real-time collaboration: Align your RevOps, sales Ops, and finance teams on a single platform.
- Advanced analytics: Gain insights into sales trends, customer behavior, and market conditions to enhance your revenue forecast.
- Customizable dashboards: Visualize and track key metrics that matter most to your business.

How does Pigment integrate with other tools for sales forecasting?

Pigment connects smoothly with various data sources and business tools, such as CRM systems, ERP software, and financial databases. This integration keeps your sales planning accurate by using the latest information. For teams, it means spending less time on gathering data and more time on strategic planning and execution.

Can Pigment be customized to fit my specific sales forecasting needs?

Yes, Pigment is highly customizable to meet the specific needs of your business. Whether you need to tailor forecasting models, create bespoke dashboards, or integrate with unique data sources, Pigment provides the flexibility to adapt to your requirements. This ensures that your forecasting process aligns perfectly with your business goals.

5. How does Pigment ensure the security of my data?

Pigment takes data security seriously. The business planning platform uses industry-standard encryption, secure access controls, and regular audits to protect your data. Additionally, Pigment complies with various data protection regulations, ensuring that your sensitive information is handled with the highest level of security.

See Pigment in action

Pigment is built to be flexible, with more use cases than we can list here. Sign up for a demo with our team to explore what you could achieve.

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