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Forecasting and reporting
through time, made easy.

Know how your quarter will end before it begins. ORM delivers accurate sales forecasts on the first day of the quarter because we use both your existing pipeline and your run rate on new deals.

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Sales Operations

Pipeline intelligence.
Reporting through time.

Accurate Sales Forecasting

Know how your quarter will end before it begins. ORM delivers accurate sales forecasts on the first day of the quarter because we use both your existing pipeline and your run rate on new deals.

PIPELINE + RUN RATE FORECAST $6.8M Target Pipeline + Run rate Wk 1 Wk 5 Wk 9 Close Day 1: $5.2M predicted

Know Which Deals Will Win

Use advanced Machine Learning to predict the deals that will close this quarter, which deals will slip, and which are destined to lose.

DEAL OUTCOME DISTRIBUTION 42 deals $4.8M Will close $2.4M Will slip $1.4M Will lose $1.0M ML Accuracy 89% last quarter

Robust Reporting

Reporting through time is finally made easy. Now you can evaluate how your KPIs are changing. Analyze and report on sales performance by person, sales team, territory, region, or product. Quick filters allow you to know where your sales team is winning and where they need coaching. Build your QBR slides with ease using ORM's reports and charts.

PERFORMANCE DASHBOARD By Team By Territory By Region By Product Win Rate 32% +3% Sales Velocity $42K +8% Avg Cycle 38 days -4d KPIs Through Time (12 weeks) Exportable

Pipeline Change Reporting

Want to know how much pipeline carried over, how much got pushed or pulled, and how much changed due to price? Now you can quickly reconcile your pipeline through time.

PIPELINE WATERFALL $5.2M Start +$1.6M New -$800K Pushed +$400K Pulled -$500K Lost $5.9M Current Net: +$700K

Analyze. Predict. Optimize.

ORM automates the analytics so your ops team can focus on strategy.

Analyze1

Baseline KPIs, standardize reporting, measure pipeline health, sales velocity, win rates, and rep performance.

Predict2

Forecast MRR/ARR, identify churn risk, predict propensity to buy, forecast marketing-influenced pipeline.

Optimize3

Prescribe optimal sales force design, territory alignment, and marketing investment strategy.

Frequently asked questions

Sales operations
How does ORM's sales forecasting work for ops teams?+
ORM delivers accurate sales forecasts on the first day of the quarter by using both your existing pipeline and your run rate on new deals. Forecasts are tracked through time so you can reconcile changes week over week.
What pipeline reporting does ORM provide?+
ORM tracks pipeline changes through time including carry-over, push/pull, and price changes. You can analyze and report on sales performance by person, team, territory, region, or product with quick filters.

Make sales ops effortless.

ORM automates the analytics so your ops team can focus on strategy.

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