Sales forecasting, automated
- Before
- Planners rebuilt the forecast by hand every cycle, dependent on a few people.
- After →
- An app generates the forecast with the business logic built in. People review exceptions instead of building numbers.
Founder and principal, Focalvera
"I've automated away the roles I used to hire for. I know where margin hides."
I've spent more than 20 years in data, analytics, finance and sales operations, across financial services, consulting and a global, multibillion-dollar company. Most recently, I led a 30-person business planning and sales operations organization as a VP, supporting hundreds of sales reps across multiple channels and customer segments.
I know where margin leaks: rebates and credits that never get claimed, sales opportunities nobody sees, and forecasts and reports rebuilt by hand every cycle. And I know how to fix it from the inside, because I built the tools that took the manual work out of my own organization.
Each one replaced manual work with a system people actually use.
Every engagement starts with a dollar figure. If I can't show a clear payback, I'll say so before you spend anything.
The tools, the logic and the documentation are yours. Nothing depends on me to keep running.
I don't resell software or products, and I don't take vendor commissions. The only goal is your margin.
MBA, Texas A&M. BS Finance, UT Dallas. Based in Texas, working virtually with clients nationwide.
A free 30-minute conversation with me. Bring one problem; leave with a number.