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Heads of sales

Revenue forecasts for the whole team and each person’s workload

The team’s opportunity pipeline, revenue and cash-in forecasts, stuck opportunities, and each person’s workload. Sulato AI suggests, you decide.

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This quarter’s forecast
Expected to closeVND 3.2B
Expected cash inVND 2.4B
Open opportunities148
Expected revenue by week
Illustrative data

Sound familiar? Flip a card to see how SB handles it.

Heads of sales: one business cycle on SB

The team’s numbers sit in each person’s report. By the time you gather them, it is too late.

  1. Where are the team’s biggest opportunities right now? Who knows?

    Sulato AI scores the health and win likelihood of each opportunity, so you know which large deals need your involvement.

    Business intelligenceSales opportunities
The team’s large opportunities
  • Dong A Steel Co. · VND 3.2BClose to closing91
  • Song Hong Group · VND 1.8BAwaiting reply63
  • Asia Print Co. · VND 0.9BStalled35
Illustrative data
Step 1/7
CustomersWorkMoneyGrowthStep 1: The team’s biggest opportunities1Step 2: The whole team’s pipeline2Step 3: This quarter’s revenue forecast3Step 4: Stuck deals show up right away4Step 5: Each person’s workload5Step 6: Overdue receivables are flagged6Step 7: Suggested tasks, you approve7CustomersWorkMoneyGrowthStep 1: The team’s biggest opportunities1Step 2: The whole team’s pipeline2Step 3: This quarter’s revenue forecast3Step 4: Stuck deals show up right away4Step 5: Each person’s workload5Step 6: Overdue receivables are flagged6Step 7: Suggested tasks, you approve7

What SB changes: Heads of sales

Next month’s forecast
Expected to closeVND 2.6B
Expected cash inVND 1.9B
Expected revenue by week
Illustrative data

Revenue forecast

Revenue and cash-in forecasts come from the opportunities and orders already recorded. Sulato AI suggests, you decide.

Workload
  • TTuanOpen tasks14 tasks
  • LLuaOpen tasks22 tasks
Illustrative data

Each person’s workload

Open it and see how many tasks each person on the team has, and how many are due this week.

Opportunity health
  • Tan Viet BookstoreStuck at quote28
  • Asia Print Co.Stalled35
Illustrative data

Stuck deals are flagged

Stuck or stalled opportunities show up with their owner. You check in before the opportunity goes cold.

Frequently asked questions

What is the revenue forecast based on?

It is based on the opportunities, orders and payments you have already recorded in SB. It is a Sulato AI suggestion for you to decide on. The more complete your records, the clearer the picture.

What can I see about each person on my team?

Each person’s workload: how many tasks are open and how many are due this week, along with the team’s opportunity pipeline. What each person sees depends on the role you assign.

Can my company see the data in my workspace?

You create the workspace, and data is kept separate for each business. Only people you invite can get in, and each sees what the role you assign allows.

My team keeps customers in Excel. Can we move them into SB?

Yes. Import contacts, leads and products from Excel or CSV, preview them, then apply.

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