Bespoke Crystal®

Rolling up a sales forecast can be a challenge, growing exponentially with the size and complexity of the business. If you’re organization uses Salesforce as its primary CRM tool, the challenge can be as simple as layering on relevant business logic from a forecasting perspective, to providing consistent views across various lenses (direct sales, channel sales, product sales, service sales, marketing, etc.) to more complicated views that merge quotas, bookings, revenue and forecast metrics.