B2B SaaS, 60-person sales team, 4 regions
- Scope
- Pipeline, forecast and attainment dashboard sourced from CRM and quotas.
- Target outcome
- Forecast prep time: 4 hours → 10 minutes per week
industries
For Sales Operations
Excel for sales operations - pipeline coverage quota attainment and forecast accuracy in one Excel refresh. 5 KPIs the VP Sales opens every Monday. Senior-led fixed scope from ₹6K.
- sales
- pipeline
- dashboards
- reporting
Sales operations teams live inside the CRM and inside the spreadsheet at the same time. The forecast, the quota tracking and the commission inputs all live in different files. We unify them into a single refresh-driven dashboard so the CRO walks into the weekly call with the same numbers everyone else is looking at.
What we usually see
The spreadsheets we work with.
- CRM exports that get filtered, deduplicated and reformatted by hand before every forecast call
- Quota and territory spreadsheets maintained by the head of sales
- Pipeline and stage-probability tables in different workbooks per region
- Weekly forecast packs built the night before the forecast meeting
What we ship
The deliverables, in plain English.
- 01
A single pipeline dashboard with stage, age, weighted value and forecast category
- 02
Quotas, attainment and commission inputs sourced from the same refresh
- 03
A weekly forecast pack that builds itself and lands in the CRO's inbox
Sample scenario
What a typical build targets.
Engagement
What we need from you, and what you get.
What we need from you
- 30 minutes on a call to walk us through your current forecast workflow
- CRM export permissions and access to your quota tracker
- A sample of the most recent forecast pack you send to leadership
- A single point of contact for review cycles
What you get
- Pipeline, attainment and forecast dashboard in one refresh
- Weekly forecast pack that builds itself and lands in inboxes
- Commission inputs sourced from the same data - no side workbooks
- 30 days of post-delivery support and a written spec
Book a 30-minute discovery call
Show us your current forecast pack.
We will come back within a working day with a written fixed-scope proposal - no discovery retainer.
Industry-tuned
Direct channels
Built for
your workflow.
- Industry guides
- 12
- Price in writing
- Fixed
- Reply window
- 24h
- 1Tell us the shape
- 2We map the data
- 3Ship the dashboard
Mutual NDA availableCalls scheduled in your timezone