Monthly or weekly, or even at times daily, sales teams have to forecast. Before ASPEC, sales forecasts (or “order forecasts”) were often done in Excel or some other simple tool, and sent around with some manual manipulation. With ASPEC, transparency moves to the forefront. Opportunities are entered and managed right in the software – not just for forecasting, but with a focus on creating a complete and inclusive list of all opportunities in order to manage them better and to win more.
I’m going to focus on how to use the Forecast section within ASPEC, with the goal of explaining how it works and how to forecast right from the software, in real time, whenever you want. Rather than wait for the “thumb in the wind” forecast to be sent around, at any point anyone in the team with the appropriate security access can see the forecast. (Note that I said see, not do – ASPEC builds it for you and keeps in constantly up-to-date.)