No more creating spreadsheets and sweating over calculations to blend revenue data from ERP applications and other data stores with your CRM data. Sales can create Revenue Bookings & Plans to then instantly visualize and analyze revenue data across sales, operations and finance applications, to gain powerful insights around bookings, recognized revenue, quotas, forecasts and budgets.
Harness the dynamic nature of sales commitments and their relationship to forecasted revenue
Provide true visibility to time-series projections of sales commitments and their changes
Improve the process of relating actual financial performance to your sales commitments and utilizing that information to refine your forecasts
- Where can you grow revenue?
- Will the revenue you planned for be achieved?
- Do I need to change my revenue forecasts?
- Are you fully realizing the revenue you close?
Hilo Navigator brings your data to life, showing you where your efforts have been fruitful and where you need to spend more focus. Powerful multi-scenario revenue time series analysis engine based on Salesforce Einstein.
You can’t accurately predict your revenue performance if you don’t have the full picture. Hilo plan provides Account, Opportunity, and/or Product level bottom up revenue planning. Auto generation of revenue spreads based on standard or custom methodologies. Manage revenue “On Account” and extend revenue projections easily based on specific Account, Opportunity and Product characteristics.
Do you struggle with not having a single version of the truth for your Bookings & Sales Commitments? Look no further then Hilo Booking. Hilo Booking provides a system of record for booked/announced deals. It automatically creates Bookings from Opportunities or Manually created for sales residing outside of the CRM process. It even has the ability to exclude opportunities from Booking calculations. Get ready for a single system of record for your commitments.