Reporting Services for Directors and General Managers

We work with general managers and directors who must confidently plan the cash flow, materials and human resource needs of the business.

Managers and directors need to communicate timely and accurate sales forecasts, anticipated margins and cash flows to the owners or shareholders of the organisation.
In many organisations to update a sales forecast requires a frantic series of calls to coordinate remote spreadsheets, paper notes and unstructured e-mails. As a result during the last week of the quarter the general manager and the sales team spend more time validating forecasts than talking to customers!

Managers and directors rarely take the 'bottom up' sales forecasts they receive from regions or divisions at face value.

Most often they apply their own fudge factors because they've learnt to treat these forecasts with caution.
That's because the forecasts are aggregated from multiple inconsistent spreadsheets and e-mails, and sales people can only update the forecast spreadsheet one-by-one, late at night; so often they don't. What's more the forecast spreadsheet itself was typically designed by someone who left the company and few people really understand how it all adds up.

We can design a set of flexible and transparent reports that connect directly to your CRM system Opportunity Module.

Using a set of flexible reports general managers and directors can track their sales achievements and forecasts for each geography, team, individual sales person or division whenever they wish.
Sales team members can update their opportunities on a single central system when convenient; they can all do so simultaneously, even multiple times per day. So everyone works from a single set of source figures.
The figures are stored securely in the central CRM database or synchronised from the salespeoples' laptops or PDAs.

If you are interested in more information about the topic covered here please get in touch. You can call +44 (0) 1628 629576 or click here to send an e-mail.