Sales Forecasting and Reporting

Sep 11, 2019

This week, we are with an insightful person, Cullen Brugman from Dashboard Magic in Melbourne. We talk about sales forecasting, reporting, and many more things. To learn more keep listening to this informative episode today.

Snap Shots:

• About Dashboard Magic and what it does
• The cost of not tracking and forecasting business metrics (4.30)
• The key metrics of a sales forecasting system (11.40)
• Reading a sales report/forecasting model (18.10)
• Fixing gaps or areas of improvement (29.20)
• Some of the good technologies (36.30)
• A piece of Advice (48.20)

 

Tools Mentioned:

• Salesforce
• Klipfolio  
• Tablo 
• Zoom 
• Asana 
• Xero 

 

Connect with Cullen Brugman:

Website: https://dashboardmagic.com.au/

LinkedIn: https://au.linkedin.com/in/cullenbrugman

Email: [e-mail]

 

Create your ideal sales stack at:

https://www.salesstackr.com