There are limitations when generating forecasts from a CRM that will often lead companies to use spreadsheets in Microsoft Excel to run a forecasting process, and it’s easy to see why—Excel is generally available and most people have sufficient familiarity with it, which makes an Excel-based approach seem simple.
Organizations that continue to use spreadsheets will inevitably and repeatedly run into fundamental problems in their forecasting process. We call this The Excel Disadvantage. The following infographic highlights some of the top reasons why you should quit forecasting in Excel, and why you should invest in a dedicated forecasting tool.
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Jess is a communications professional and Vortini’s lead content/web developer. Her current interests lie in the intersection of sales technology and machine learning. In her free time she reads a book-a-week, practices yoga, and is an avid gardener.