The Sales Analysis module is a manager’s hub for understanding the full financial story of your market - from actuals and pending revenue to forecasts and budgets. It brings every performance indicator into one workspace so you can track progress, align your team, and anticipate challenges before they surface. Learning to use these tools effectively allows you to coach with data, forecast strategically, and ensure your team operates with shared clarity around goals, pacing, and accountability.
By mastering Sales Analysis, Budgets, and Forecasts, you’ll strengthen your ability to:
Analyze actuals, pending, and forecast data in real time to maintain visibility into pacing and performance.
Align your team’s bottom-up forecasts with top-down budgets for better collaboration and accuracy.
Identify early warning signs using trends from Account Billing, Aging, and Contracts views.
Use Quick View and Report Card insights to coach from data instead of assumptions.
Build and adjust monthly or annual budgets and forecasts that drive accountability across the sales organization.
Export key metrics for deeper market, seller, or category-level analysis.
Use this checklist to confirm you can confidently manage and interpret financial performance, set realistic expectations, and guide your team toward consistent achievement.
I can navigate Sales Analysis to compare actuals, pending, forecast, and budget data and drill down by seller, account, or category.
I can set and manage budgets for one month, 12 months, or 12-month secondary budgets using filters and saved views.
I can enter and adjust forecasts at the business unit or budget category level, reviewing key data points like budget, booked, and pending.
I can use Account Billing to select date ranges, view totals, drill into account details, and review changes.
