Sales Forecasting Template

In this webinar, Katarina Trbara from the Farseer team walks through how commercial and finance teams can build a fully connected sales plan, from importing historical data to setting management targets, bottom-up planning, and real-time what-if simulations — all ready in as little as seven days.

You’ll see a live demo of Farseer’s sales planning and forecasting template, showing how a realistic model with multiple profit centers, client groups, and SKU-level detail comes together quickly and stays connected throughout the entire planning process.

What you’ll learn:

• How to import historical sales data and instantly generate a profitability report broken down by brand, region, key account, and any other dimension that matters to your business
• How management can set gross revenue and gross margin targets and distribute them to planners, so everyone is working toward the same goals
• How top-down and bottom-up planning work together, with planners able to drill down to SKU level, use AI-powered forecasting as a baseline, and override numbers based on real market knowledge
• How every input from every planner is visible in real time, with comments, version control, and assignment tracking built in
• How what-if simulations let you test changes to rebates, prices, or quantities and immediately see the impact on gross margin and the bottom line

The session also covers how Farseer’s sales planning template can serve as the revenue sub-model within a broader integrated business planning setup, and how onboarding can be completed in as little as seven days.

Who this is for: Sales directors, commercial managers, FP&A teams, and finance professionals in product-based businesses who need a faster, more accurate, and more collaborative way to manage their sales planning process.