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.
Make every sales number explainable
A dashboard is only useful when the team agrees what each number counts. Revenue, bookings and pipeline value are different measures. Returns, unpaid orders, date boundaries and branch ownership can change the result, so we document those rules before connecting sales, CRM and operations data.
The first release may focus on descriptive reporting: product and branch performance, pipeline views, targets, period comparisons, data freshness and controlled exports. We reconcile totals to source records and show missing or duplicate data instead of hiding it. Forecasting is added only when suitable history exists. Its assumptions and uncertainty remain visible, and results can be checked against held-out periods.
For scoping, share your current reports, source systems, available history and the decisions the dashboard should support. Forecasts support planning; they do not guarantee future sales. Discuss a reporting question.