Finance MRR waterfall
Free sales MRR waterfall recipe using a visual canvas and spreadsheets
Improve the accuracy of your sales forecast by scooping forecast data directly out of your CRM. Tell a visual forecast story using pre-made charts and graphs, embedded Sheetlets, and narrative design elements to form your narrative.
- Instantly generate this canvas with data from any CRM
- Break down the sources of all monthly revenue gains and losses at a glance
- Test what-if scenarios by inputting data into Sheetlets that interact with your charts and graphs to visualize changes
- Get to the root cause of customer churn to mitigate future revenue loss
Free sales MRR waterfall recipe using a visual canvas and spreadsheets
Improve the accuracy of your sales forecast by scooping forecast data directly out of your CRM. Tell a visual forecast story using pre-made charts and graphs, embedded Sheetlets, and narrative design elements to form your narrative.
- Instantly generate this canvas with data from any CRM
- Break down the sources of all monthly revenue gains and losses at a glance
- Test what-if scenarios by inputting data into Sheetlets that interact with your charts and graphs to visualize changes
- Get to the root cause of customer churn to mitigate future revenue loss
Here's what you'll need
All it takes To launch in Scoop is a CRM report with the following fields:
- Record ID
- Company Name
- Deal Name
- Close Date
- Contract Start Date
- Close Quarter
- Deal Stage
- Deal Type
- Closed By (AE)
- Amount in company currency
- Term Length
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Generate Your First ReportFrequently Asked Questions
That's great! If you already have a data warehouse, Scoop has a connector to grab data straight from there. Scoop can also blend data from different systems with your data from the data warehouse. We're always happy to hop on a call and determine the best ways to get the data for your use case.
No problem. Just reach out to our support team and we’ll immediately wipe out.
No need to replace them (unless you want to). Chances are, you’re unable to carry out all the day-to-day tasks that you need in your existing analytics / BI tools. You probably find yourself frequently exporting data into spreadsheets, just to be able to work with it. Scoop lets you do all your spreadsheet exploration within our platform using data that stays up-to-date. No more rebuilding the same spreadsheets over and over or wondering if the data they show is correct.
Scoop’s revolutionary data scoop process is the first of its kind. Unlike traditional data platforms, you will not need data extraction, transformation, or loading tools (ETL) to move your data into Scoop. Instead, Scoop fetches your data directly using the operational reports you are already familiar with, pulling them directly from your applications like Salesforce or NetSuite, snapshotting them, and stacking them over time to create a time series dataset that is ready for analysis and presentation without any additional technical overhead .
Never. Unlike other analytics tools, Scoop is designed entirely for business users without a technical skill set. All it takes to use Scoop are some basic spreadsheet skills.
Absolutely. You can upload any spreadsheet and join it together with other data you’ve brought into Scoop.
Scoop does not require you to have a data warehouse. Data warehouses are a tool used by IT to store raw data. Scoop, by contrast, operates on consumer-readable reports. Scoop “understands” your reports and creates its own behind-the-scenes columnar data store where data inferred from your reports is stored securely. However, that data store is entirely managed by Scoop and does not require maintenance or interaction by your IT department.
Nope. Unlike other data platforms, there is zero technical setup. Every feature in Scoop is designed for users who don’t have a technical background so you’ll never run into things you can’t do.