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
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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)
