Finance Case study
Financial forecasts
Visualising your business's financial health in real-time
Combined revenue forecast
A combination of current sales deals, live projects and lead forecasting merge to provide a comprehensive revenue forecast in Airtable.
Accurate revenue forecasts demonstrate the pace and direction of a business, and can meaningfully inform company strategy and hiring decisions.
This rich combination of revenue data sets provided a complete, interactive report of all revenue across months, quarters and years.
Tagged revenue analysis
Identifying patterns in your revenue sources; past and future
By introducing a process for tagging types of revenue by client industry and size, businesses are able to better understand the which types of customer see the most revenue growth from in the future.
Similarly, by understanding the types of work that are slipping away, businesses are able to focus their efforts on higher value efforts.
Forecast variance analysis
Regularly measuring and visualizing your forecasting accuracy is a direct measure of how much you can trust your forecasts, and how you might incremenetly improve upon them.
Accurate forecasts are crucial for effective budgeting, resource allocation, and strategic planning. When you identify discrepancies between projected and actual revenue, you can make informed adjustments to your financial plans.
This proactive practice allows you to stay ahead of financial challenges 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
