Sales Analytics & Forecasting Systems
Turn sales records into reports your team can explain and act on. Rootscratch develops sales dashboards, reporting pipelines and forecasting tools around agreed business definitions.
Define the workflow
We start with the questions: what counts as revenue, how returns are treated, which period a sale belongs to and which teams need access. Forecasting follows reliable historical records and explicit assumptions, not an unexplained chart.
What the project can include
- Connections to approved sales, CRM and operational data sources.
- Revenue, pipeline, product and branch reporting views.
- Targets, period comparisons and documented forecast assumptions.
- Refresh status, data-quality checks and controlled exports.
How we validate the result
We reconcile totals to source records, check duplicate or missing data and test date boundaries. Forecasts are reviewed against held-out historical periods where sufficient data exists, with uncertainty and limitations shown to the user.
Planning your project
Provide current reports, source systems, history length and decision needs. A dashboard can begin with descriptive reporting before adding forecasts. Forecasts support planning and do not guarantee future sales.
Rootscratch is based in Koronadal City, Philippines, and works remotely with clients worldwide. Discuss your requirements to agree on deliverables, responsibilities, handover and ongoing support.