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Forecast your Revenues

Forecast your Revenues

Weight your revenue forecast with the success and satisfaction of your customers to predict your cashflow with the utmost precision.

Why forecasting your Revenues?

  • Get very precise revenues forecasts
Weight your revenue forecast with the success and satisfaction of your customers to predict your cashflow with the utmost precision.

Our customers increased their average retention rate by 50%

Your customers might pay on a monthly or annual basis and you need to know very precisely your revenues forecast for the next month, quarter, semester and year.

The Successeve scores will help you get a better overview of your upcoming revenues with real-time updates.

Recommended views and triggers to Follow-Up

Stages

Renewal - list accounts renewing within 3 months

Renewal Calendar - Get overview of upcoming renewals on a monthly basis


Segments

Forecast

  • Next Quarter
  • Following Quarter

Upcoming Renewals

  • At Risk Customers (Bad or Average Health)
  • Successful Customers (Good health)
  • Customers with Low Pulse (Pulse < Satisfied)
  • Customer with Good Pulse (Pulse > Satisfied)
  • Successful but not Satisfied Customers

Recommended Automation to Follow-Up

Playbooks - High Touch Customers

  • Renewal Process
  • Account about to be renewed turns at risk
  • Account about to be renewed has low Satisfaction


Workflow - High Touch Customers

  • Escalation process for customers about to be renewed turning at risk (Pulse or Health)


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