Finance Case study
Financial forecasts
Visualise your business's performance
Comprehensive revenue forecasts in Airtable
Bring together sales deals, live projects, and lead forecasts to gain a complete, accurate view of your revenue—all in one place.
Accurate forecasts drive strategic decisions
Reliable revenue forecasts reveal the pace and trajectory of your business, helping to inform strategic planning and hiring decisions effectively.
Interactive, real-time reporting
Airtable's interfaces provide a dynamic report of all revenue across months, quarters, and years, enabling a comprehensive view of your financial health.
Why smart businesses are powered by 
Airtable
- Live reporting on all business metrics
- Designed to mirror your own processes
- Built-in Airtable AI understands your organisation
Empowering every department:
- OPERATIONS
- HR
- FINANCE
- PROJECT MANAGEMENT
- SALES
- IT
- MANAGEMENT
- PRODUCT
- ACCOUNTING
- MARKETING
- FACILITIES
- SUPPORT
- LEGAL
Tagged revenue analysis
Identify and act on revenue patterns — past, present, and future
By tagging revenue based on client industry and size, businesses can better understand which customer segments drive the most growth and where future opportunities lie.
Predict and react to trends
Understanding areas of revenue loss enables businesses to reallocate resources towards higher-value opportunities, maximizing growth potential.
Forecast variance analysis
Regularly measuring and visualising forecasting accuracy is key to understanding how much you can trust your forecasts—and how to improve them incrementally.
Accurate forecasts are essential for effective budgeting, resource allocation, and strategic planning. By identifying discrepancies between projected and actual revenue, you gain the insights needed to refine your financial strategies.
This proactive approach keeps you ahead of financial challenges, enabling you to make timely adjustments and seize growth opportunities.
Weighted pipeline
Take the guesswork out of prediction. Use your historical sale pipeline win rate data to weight your pipeline deals.
Target benchmarking
Set targets at people, team and department levels and measure performance.
Lead forecasting
Predict your average upcoming deals and merge these into your total forecast to see further into the future.
CRM integration
Two-way sync your contacts and pipeline data from any popular sales SaaS tools into Airtable.
Automate your financial forecasts in Airtable
