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Sales Forecasting
Sales Forecasting With Excel or Google Sheets
Helping Sales Teams
Collect input from your team members on deals or pipeline data. Manage access, track and review changes, collaborate and communicate on top of your existing spreadsheets.
The Challenge of Preparing Your Sales Forecasts With Spreadsheets
Forecasting sales without reliable predictive data produces poor insights and breaks confidence in forecasting analysis.
Layer helps Sales teams be more efficient in tracking sales activity by saving them time on collecting, consolidating, and reporting deals.
Without layer
A spreadsheet containing sensitive data leads to data being exchanged via email or chat.
Collecting input from several Sales Representatives without letting everyone in on your master file can be a challenge.
The alternative is to request input in a separate channel.
With layer
No more lengthy Slack or email threads with back-and-forth attachments.
Give access to individual tabs or ranges of your forecast file.
Layer offers a closed system without the need for back-and-forth attachments and separate communication channels.
Without layer
Collecting Sales figures on a recurrent basis can be frustrating and deadlines can be missed.
Since this is primarily a manual process involving email threads and copy-pasting data to your spreadsheet, data consolidation is prone to error and becomes an inefficient task.
With layer
Start meeting deadlines and focusing on high-value tasks.
Set reminders for input requests, and Layer will remind stakeholders so you can have an up-to-date forecast at all times.
Easily review the inputs and decide on which parts to accept. Layer will then automatically merge the updated data into your master model. No more copy-pasting!
Explore all the Tools on the Layer Toolbox
Layer acts as a gatekeeper, keeping your data secure while extending collaboration features in both Excel and Google Sheets
Manage Access
Work across filetypes and manage the access to your spreadsheets down to the cell level.
Review & Track
Spot changes quickly. Accept or reject them, keep previous file versions and restore them if needed.
Collaborate
Define, assign & monitor tasks. Keep discussions, actionable feedback, or context all in one place.
“Layer saves us the hassle of chasing people for data input and manually copying and pasting the data between different spreadsheets by streamlining the workflows and merging contributions, all in one place.”
Other Ways to use Layer
Keep Excel and GSheets. Explore the endless ways you can improve how sales collaboration happens with the help of spreadsheets.
A process often kept private to the Sales Manager and Representative since it can involve intangible and strategical compensation variables specific to each individual's performance.
It's a process that can generate multiple files, and one can quickly lose track of the different versions.
Managing and monitoring sales performance is crucial in every Sales team.
While different team members have to provide various data points, you want to have complete control over which and whose reports and performance metrics are available.
Get Started With a Free Sales Compensation Plan Template
Track sales compensation of your sales reps, employees, and freelancers and automatically calculate and monitor their payouts based on variable commission rates.
Turn Your Sales Spreadsheets Into Team Players
Stop working in silos and relying on manual and repetitive menial tasks.
Layer has everything your team needs to streamline your communication flows and collaborate more efficiently on Excel and Google Sheets.