QuarterOne Revenue Forecasts
构建者 - QuarterOne
安装 - 超过 700 次安装
评分 4.9
(10)
要求
HubSpot 计划 HubSpot 帐户权限 - 查看必要帐户权限
访问类型 共享 QuarterOne Revenue Forecasts 订阅 - Free、Start-up offer或Essential 计划
概览
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“QuarterOne removes the need for messy spreadsheets that are out-of-date the minute you create them “ - Mark Robotham, COO at Quanton.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.
功能
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.
应用程序功能
共享数据
Pipeline and Forecast | ||
Owners | ||
Clients | ||
Stages |
评论
4.9
10
4.9
10
- 2023年7月18日
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.
科技：软件 - 51 到 200 个员工
- 2023年2月10日
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.
顾问/咨询 - 2 到 5 个员工
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
* 此处的定价仅供展示。所有价格均不包含税、奖励、折扣或其他定价变量。你应联系合作伙伴以获取最新的正确定价信息。HubSpot 对合作伙伴所提供的定价信息不承担任何责任。上次更新定价时间：2025/08/09
更多信息
构建者 - QuarterOne
安装 - 超过 700 次安装
类别 应用程序可用的语言 英语