QuarterOne Revenue Forecasts
제작자 - QuarterOne
설치 - 설치 수 700개 이상
평가 4.9
(10)
요구 사항
HubSpot 요금제 HubSpot 계정 권한 - 필수 계정 권한 보기
액세스 유형 공유됨 QuarterOne Revenue Forecasts 구독 - Free, Start-up offer 또는 Essential 플랜
개요
1/8 - QuarterOne - New business predictions
QuarterOne is a revenue forecasting app that creates automated forecasts from HubSpot sales data in a matter of minutes.
With better control of your sales data, you can build a more accurate forecast you can trust.
Sales teams love HubSpot. With QuarterOne, your finance and management teams will too.
“QuarterOne removes the need for messy spreadsheets that are out-of-date the minute you create them “ - Mark Robotham, COO at Quanton.
Key benefits:
Measure the velocity of your sales team.
Predict how quickly your existing pipeline will grow.
Spread deals over multiple months
Lock-down periods, to prevent unwanted changes to reported months.
Compare your current forecast with previous versions.
Embed revenue insights in your HubSpot dashboards.
기능
Spread deals & product line items over multiple months
Generate more accurate monthly revenue forecasts by automatically spreading deals values and product line items over multiple months.
Instant New Business predictions
Predict your future pipeline based on the velocity of your sales team to bring in and close deals.
Track the velocity of your sales team
Monitor the performance of your sales team based on the velocity they bring in new deals. Predict your future pipeline based on the velocity of your sales team to bring in and close deals.
Embed Insihgts graphs in the Dashboard
View latest deal forecasts and Insights in your HubSpot Dashboard, syncs with your QuarterOne data
Set monthly client and sales owner targets
Track performance against monthly targets at a business, client or sales owner level.
앱 기능
공유 데이터
Pipeline and Forecast | ||
Owners | ||
Clients | ||
Stages |
리뷰
4.9
10
4.9
10
- 2023년 7월 18일
A great forecasting tool for service or consulting businesses that need to spread revenue
QuarterOne is an excellent forecasting tool and easy to set up and integrate with HubSpot. We had it up and running in a matter of days and now have access to accurate forecast reports that utilise a revenue recognition model. The support team are also highly responsive to questions or requests.
All CRMs we have utilised can't spread revenue attached to a deal over multiple months to align with when the service is delivered, i.e. revenue recognition. QuaterOne solves this problem and also provides some really powerful forecasting reports utilising the revenue spread data. Highly recommend this tool for agencies or consultancies using HubSpot.
Easy to setup and sync with CRM Ability to spread revenue for a deal Simple reports that provide a clear forecast
Some minor bugs experienced with the pipeline view but have now been resolved
Howden, B.
기술 - 소프트웨어 - 직원 51~200명
- 2023년 2월 10일
Great Product but Pricey for SMEs
Very good app and easy to set up. Fills a gap in the HubSpot features but for a small company I’m not sure the price is justified. May do in time.
To forecast revenue
Parry, D.
컨설팅/자문 - 직원 2~5명
Free
US$0
Free sales reporting and forecasts
Dashboard
Automated forecasts
Velocity Metrics
Basic Targets
Online support
Unlimited users
Free
US$0
Free sales reporting and forecasts
Dashboard
Automated forecasts
Velocity Metrics
Basic Targets
Online support
Unlimited users
* 여기에 표시된 가격은 표시 목적으로만 사용됩니다. 모든 가격에는 세금, 인센티브, 할인 또는 기타 가격 변수가 포함되어 있지 않습니다. 가장 최신의 정확한 가격 정보를 알고 싶다면 파트너에게 연락해야 합니다. HubSpot은 파트너가 제공하는 이 가격 정보에 대해 어떠한 책임도 지지 않습니다. 마지막 가격 업데이트 날짜: 2025.08.09.
자세한 정보
제작자 - QuarterOne
설치 - 설치 수 700개 이상
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