Revenue Forecast Inspector

An easy-to-use revenue forecasting tool that ensures you hit your sales and pipegen targets.

Ahin Thomas

CRO & RevOps Leader

Use Template

Use Template

Always hit your revenue targets.

An easy-to-use inspector that ensures you hit your sales and pipegen targets. Start high level than drill in as needed to quickly catch, diagnose, and coordinate a response to shortfalls before they become issues.

Why is this template helpful?

As a revenue leader, you want to maximize sales output while minimizing the time you spend in dashboards. This is a super-high signal to noise walkthrough that lets you:

  • Hit your sales targets. Quickly see where you're trending & diagnose issues

  • Drill into team & rep performance. See who's performing or not so you can get top performers to share learnings and under-performers the help they need.

  • Coordinate a response, with less overhead. Create quick feedback loops and spin off private conversations with full context inline.

What metrics are included?

  • Sales vs. target (actuals & forecast)

  • Opportunity creation vs. target (actuals & forecast)

  • Drill down into AE & SDR performance details

  • Segment or filter however you'd like

Why use Daydream?

Daydream is the BI tool built for CROs, Ops, Execs, and Founders.

Until now, you've had to choose between many fragmented tools, point solutions, & spreadsheets or technical-feeling, data-only BI tools that are confusing for business users & don't support collaboration or context. No good options.

We let you connect your data with context & discussion in an intuitive, self-serve interface. You get faster insights, faster action, and less overhead:

  • Drive accountability & better decisions: Collaborate with your team inline

  • A single pane of glass for your business: Connect all your tools directly, or your data warehouse. Smash the silos.

  • Data meets words: Context and discussion is what makes your data meaningful — and allow you to drive accountability + better decisions

  • Intuitive and self-serve: Feels like a doc meets a spreadsheet

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Got Questions?

Got Questions?

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