Sales forecasting
Free sales forecast 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 dynamic design elements to form your narrative.
- Instantly generate this canvas with data from any CRM or system where you store your sales data (like Google Sheets or Jira)
- Create an aggregated and individualized view by sales rep
- Test what-if scenarios by inputting data into Sheetlets that interact with your charts and graphs to visualize changes
- Identify historical forecast patterns for each rep over time to improve overall accuracy
Empower Sales Forecasting with AI-Driven Automation
Try Scoop FreeFree sales forecast 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 dynamic design elements to form your narrative.
- Instantly generate this canvas with data from any CRM or system where you store your sales data (like Google Sheets or Jira)
- Create an aggregated and individualized view by sales rep
- Test what-if scenarios by inputting data into Sheetlets that interact with your charts and graphs to visualize changes
- Identify historical forecast patterns for each rep over time to improve overall accuracy
Here's what you'll need
All it takes To launch in Scoop is a CRM report with the following fields:
- Opportunity Name
- Amount
- Stage
- Close Date
- Opportunity ID
- Create Date
- Deal Type
- Deal Owner
- Forecast Category
Why Manual Forecasting Isn’t Enough
Traditional sales forecasting methods leave teams struggling with inefficiencies. Key pain points include:
- Disjointed Data Sources: Manually compiling data from various platforms consumes valuable time and increases the risk of errors.
- Outdated Information: Static reports can quickly become obsolete, failing to reflect real-time market dynamics.
- Labor-Intensive Processes: Crafting comprehensive forecasts requires significant effort, limiting scalability.
- Overlooked Opportunities: Without timely insights, identifying emerging trends or potential risks becomes challenging.
These challenges make it difficult to create accurate forecasts, adapt to changing conditions, and align teams around revenue goals.
How Scoop Delivers Smarter, Scalable Forecasting
Scoop empowers sales teams with more than just automation—it provides the tools to generate accurate forecasts, identify opportunities, and drive revenue growth.
- Live Data Sync: Connect to your CRM and other sources for always-up-to-date forecasts
- AI-Powered Forecasting: Generate reports instantly, without manual calculations
- Dynamic Presentations: AI builds ready-to-present decks with real-time data insights
- Scalable Reporting: Extend forecasting visibility across teams, not just leadership
- Opportunity Spotting: Identify trends, pipeline risks, and potential revenue gaps
Deliver Customer Success in Four Simple Steps
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Scoop Features Built for Accuracy and Impact
Scoop empowers teams to move beyond static forecasting, offering tools to improve precision, collaboration, and decision-making.
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- Real-Time Performance Tracking: Monitor pipeline health and revenue projections
- Insight-Driven Updates: Get AI-generated summaries that highlight key trends
- Growth Opportunity Spotting: Surface upsell and expansion potential
- Business Impact Highlighting: Clearly communicate sales performance to leadership
- Seamless Collaboration: Share live forecasts across teams for better alignment
With Scoop, sales teams can stop relying on outdated spreadsheets and start making confident, data-backed decisions that drive revenue.
Who Benefits from Scoop’s Customer Success Platform
Try Scoop Free
Revenue Operations Leaders
Streamline customer data management and optimize attribution workflows
Operations Teams
Simplify workflows, automate data aggregation, and ensure alignment with consistent, reliable metrics.
Account Executives
Drive renewals, upsells, and cross-sells by presenting impactful data that highlights customer value.
Trusted by Teams Like Yours
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Frequently 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.