Our
expertisesReporting & Forecasting
See what’s coming — and steer your business with confidence.
Scaling without blind spots
As revenue engines grow, data multiplies and clarity shrinks. Dashboards don’t match reality, forecasts slip, and leaders lose trust in the numbers. Without strong reporting and forecasting, decisions get made on gut feel — and growth stalls.
Our Reporting & Forecasting programs give you the visibility to see what’s working, spot risks early, and plan with confidence.
Visibility, accuracy and control across the funnel.
Full Funnel Analysis
We give you end-to-end visibility on your commercial engine. From lead to close, we analyze conversion rates, velocity and drop-off points to identify the real bottlenecks and opportunities across the funnel.
Forecasting Modelization & Accuracy Improvement
We help you build and refine forecasting models that combine historical data, pipeline signals and rep inputs. The result: forecasts that are consistent, trusted and accurate — from the boardroom to the frontline.
Pipeline Quality Management & Hygiene Monitoring
We implement systems to track pipeline health in real time. From deal aging to stage misfits and ghost opps, we surface the signals that impact forecast quality and sales productivity.
New Business & Cross-Sell / Upsell Forecasts
We separate new business and expansion forecasting to improve precision and accountability. Each motion has its own model, assumptions and review rhythm — so your forecast reflects your full growth picture.
Live Achievement Calculators
We design live dashboards that show quota coverage, forecast gaps and pacing — by team, segment or rep. Your managers can steer the quarter in real time, not just report after the fact.
What we’ve lived, not what we’ve only studied
We’ve rebuilt forecasting models, designed executive dashboards, automated reporting, and untangled data across Sales, Marketing, and Customer Success. We know how to turn raw data into reliable insight that leaders can trust.
Data that drives action
We focus on the elements that matter most:
- Forecasting frameworks grounded in real pipeline dynamics
- Executive dashboards that track leading and lagging indicators
- Funnel visibility across Marketing, Sales, and CS
- Data hygiene processes that keep reporting accurate
- Automation that eliminates manual reporting effort
- Metrics that connect activity to revenue impact
Every deliverable is designed to help leaders move from reactive firefighting to proactive decision-making.
Strategic and execution-ready
We don’t just design reporting frameworks — we build them into your systems, train your teams, and ensure adoption.
Because in today’s market, you can’t afford to manage revenue by guesswork.
We make sure you see the road ahead clearly.
“Thanks to our collaboration we have succeeded in raising our fund, in the sense that we have had a commercial plan to achieve our goals”
Louis Coulon
Co-Founder of CleverConnect
Frequently asked questions
1. Qu'est-ce que le reporting et le forecasting et pourquoi sont-ils importants ?
Le reporting consiste à suivre et à analyser les résultats des activités de l'entreprise, tandis que le forecasting permet de prévoir les performances futures. Ces deux éléments sont cruciaux pour prendre des décisions informées et ajuster les stratégies en temps réel.
2. Quels outils puis-je utiliser pour améliorer le reporting et le forecasting dans mon entreprise ?
Des outils comme les logiciels de business intelligence (BI), les plateformes CRM et des outils d'analyse de données permettent de collecter et d'analyser les données pour un reporting efficace et des prévisions précises.
3. Comment intégrer le reporting et le forecasting dans la prise de décision stratégique ?
Les rapports réguliers et les prévisions doivent être utilisés pour ajuster les stratégies commerciales et marketing. Cela permet d'identifier rapidement les écarts par rapport aux objectifs et de réagir rapidement pour maximiser les résultats.
4. Quels sont les principaux défis liés au reporting et au forecasting ?
Les défis incluent la collecte de données de qualité, la gestion des informations provenant de différentes sources, et l'alignement des prévisions avec la réalité du marché. Un bon système de gestion des données permet de surmonter ces obstacles.
5. Comment garantir la précision du forecasting dans un environnement incertain ?
En utilisant des données historiques fiables, en intégrant des variables économiques et de marché, et en ajustant régulièrement les prévisions en fonction des nouvelles informations disponibles, vous pouvez améliorer la précision de vos prévisions même dans un environnement instable.
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Let’s have a conversation
We value the opportunity to connect with you. Please don’t hesitate to request a call—our team is available to discuss how we can best support you.