Automated Rollup

Drive forecast management with a flexible, comprehensive rollup designed to meet the needs of your complex organization.
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Forecast Management

Only Aviso offers a collaborative, highly configurable rollup that enables you to slice the forecast across multiple business pivots. Get information to key stakeholders with forecast views by team, segment, product, business type or the whichever segment matters most to your business. Have a rep who needs to rollup to both a team and a region? Only Aviso can make multiple associations happen for you.

  • Independent Hierarchy Management

    View your forecast by any business pivot or design point in your hierarchy. We pull from Salesforce's hierarchy, and provide additional pivots.

  • Multiple Forecast Views

    See the forecast by product, segment, geography or any design point in the hierarchy. Remember that reorg in the Southwest? You can look back and see what your hierarchy looked like at an earlier point in time too.

  • Drill Down Across Dimensions

    See the forecast by product, segment, geography or any design point in your hierarchy. Remember that reorg in the Southwest? You can look back and see what your hierarchy looked like at an earlier point in time too.

  • Split Deals

    When it comes to calculating your forecast, it’s imperative to properly account for split deals. We can handle them by product or by person.

Real-Time Performance Metrics

We offer a great set of real-time reports, right out of the box.
Utilize real-time metrics on pipeline health and sales performance to drive data-driven coaching sessions.

  • Reporting

    Sales Ops can use reports for pipeline data cleanup, analysis and planning. The flexible grouping and filtering options in the Reports, combined with the opportunity level detailed drill downs, provide insightful data at the summary as well as detailed level.

  • Current Pipeline

    See the health of the pipeline and know if there's enough pipe to meet targets. Managers can proactively spot a rep who has a weak late stage pipeline and drive the right coaching conversation.

  • Pipeline Evolution

    This report shows the "shape" of the pipeline. Easily identify trends, such as lack of new pipe creation by region or rep.

  • Sales Attainment and Historical Reports

    See a retrospective on how you and your direct reports performed in previous quarters compared to plan.
    Compare pipeline, broken down by stage or forecast category.

See Our Rollup in Action.