Sales Projections
Work back from your revenue target to the pipeline you need
Plan revenue bottom-up. Set a revenue target or a number of deals, and VantiveOS works out the qualified opportunities and prospects you need from inbound, outbound, and partner sources — so every team knows what to deliver.
Bottom-up planning
Plan by revenue or units
Start from a revenue target or the number of deals you want to close.
Win rate & deal size
Turn average deal size and win rate on qualified opportunities into the pipeline you need.
Pipeline coverage
See how many opportunities you need for each closed deal, calculated from your own numbers.
Sales cycle pace
Know how many new opportunities to create each week, timed from opportunity creation to close.
Source mix & funnel
Inbound, outbound & partner mix
Split the plan across sources and see the opportunities each one must deliver.
Visual conversion funnel
Prospects, qualified opportunities, closed-won deals, and revenue on one clear view.
Saved scenarios
Save, copy, and compare plans by quarter or year.
Other use cases
A clean, fast CRM for every customer and partner record
Forecast with confidence across direct and partner deals
Carry deals through implementation, enablement, and renewal
Run MDF end-to-end — from budget to claims to sourced pipeline
One assistant for guidance, email, and reporting — everywhere you work