Why should you compare forecasts with actuals?

The pre-built dashboard within the app includes charts and reports comparing the Booked Amount with the Expected Amount. In other words, the reports track the difference between how you anticipated the revenue will materialize and what happened on the ground.

Incidentally, some customers automatically import invoice or order data from other systems into Salesforce. We can automatically link these additional records to the relevant schedules, producing valuable insight and reports. If you’re interested in this, please get in touch to learn more. Doing this can further enhance your forecasting accuracy and understanding of trends between forecasts and actuals.