Salesforce.com recurring revenue Opportunity forecasts

Posted Posted in Analytics, Case study, CRM, salesforce.com

Dealing with discrete Opportunities with a single close date and value is straightforward with Salesforce.com’s native Opportunity capabilities. Where things get a little more complex is when you have a single Opportunity that will result in a number of revenue recognition events. Typically this will be for repetitive subscription type transactions. The classic (and recommended) […]

Give more dash to your dashboard.

Posted Posted in Analytics, CRM, Sales

Motivating management teams with business data is pretty straightforward, motivating sales teams to collect that data less so. CEOs like to have a dashboard to see how the business is doing. How was the last quarter performance and how does the next quarter’s forecast look? At the other end of the sales data pipeline you […]