Sales Forecasting Software

Automated forecasts for proactive sales performance management

If you associate the task of forecasting with time-consuming processes, we have good news. It’s hard to imagine today’s day-to-day business without a dedicated, simplifying management tool. Jedox offers you a solution to automate forecasts or to create them ad-hoc in a few minutes.

sales forecasting static

Prevent sandbagging and hockey stick effects

In many companies, sales forecasting relies either on disconnected Excel files or specialized isolated solutions. Data preparation is laborious. The same applies to data collection and reporting. Large amounts of tedious work often means that quality and accuracy suffer.

Undetected sandbagging and hockey stick effects in the estimates and commitments of sales staff are the result. Deal closings are either underestimated (pessimistic forecasts) or over-promised (overoptimistic forecasts).

Management often compounds the issue by repeatedly asking for forecasts including best-case, worst-case and most likely scenarios.

Jedox generates forecasts based on data expertly integrated from applications across the organization. Data is collected via workflows, applications such as CRMs, ERPs, and web services, to greatly improve efficiency and accuracy. Easily build forecasts from a single source of truth using Jedox.

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With Jedox, we always know the status of our sales projects and can respond with targeted, timely actions.

Thomas Kremer – Head Sales Controlling
Zimmer Germany

Accelerate sales forecasting through automation and AI

Practical artificial intelligence (AI) delivered through accessible wizards for business results in a simplified forecasting process. With Jedox AIssisted™ Planning, you can create forecasts that map multiple scenarios at once in no time. This way, you always know where you are in comparison with the plan and the influence current developments and factors are likely to have on your key revenue metrics.

A benchmark to validate the estimates made by the sales department is also possible using simple steps. Thanks to integrated versioning, any number of forecasts can be generated and compared. Proactively adapt budget or quotas instead of reacting.

Jedox Integrator provides simple and automatic connections to a variety of applications such as Salesforce and other CRMs and ERPs. Data entry is conveniently managed through centralized workflows, ensuring better collaboration and less administrative work for everyone. Focus on revenue growth instead of manual data collection and consolidation.

Discover our pre-built solution for sales planning

Sales planning

A core solution to simplify planning and forecasting for sales. Use driver-based, bottom-up or top-down planning approaches and enable faster, more accurate forecasting.

Forecast faster with automation and AI

Automate your forecasting with Jedox and leverage the power of Jedox AIssisted planning wizards to prepare for all scenarios.

Collaborate across the organization

Regularly create forecasts with contributions from across the organization so you always know where you are.

Plan directly in your CRM

Jedox offers a variety of ready-made integrations and interfaces for CRM, ERP and other systems. For example, you can plan directly in Salesforce.

Use artificial intelligence wisely

With intuitive Jedox AIssisted™ Planning wizards, business users forecast with AI power for more accurate results and fast scenario planning.

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See Jedox in action

Request a live demo with one of our experts today!