Deal forecast
Without Sanka
CRM amount does not show billing timing
With Sanka
Expand deals into billing and cash timing
Pipeline forecasting that connects deals to revenue plans
Stress-test pipeline scenarios, coverage, and commits against finance targets with one governed revenue narrative.
WORKFLOW
Automate exception routing and approvals across teams
1
Trigger
2
Policy check
3
Approve
4
Execute
Trusted by 1,000+ teams
Overview
Turn pipeline into forecastable revenue planning
Translate pipeline to revenue
Convert deal amount, probability, and dates into billing and cash timing.
Manage commits
Compare owner, team, and stage-level forecasts and commits.
Compare against actuals
Check forecast against invoice, collection, and margin actuals.
Workflow
Turn pipeline into forecastable revenue planning
- 01Import pipelineUse deals, stages, probability, amount, and close dates.
- 02Expand timingMap deals into contract, billing, collection, and recognition timing.
- 03Review commitsReview team and owner forecasts plus risk.
- 04Compare actualsCompare forecasts against invoices, collections, and margin results.
Compare
Forecasting resets when pipeline and actuals are disconnected
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Deal forecast | CRM amount does not show billing timing | Expand deals into billing and cash timing |
| Commit management | Forecast calls stay qualitative | Store commits by team, owner, and stage |
| Actual variance | Forecast and actuals are reconciled later | Compare against billing, cash, and margin actuals |
| Scenarios | Best and conservative cases live in spreadsheets | Model scenarios with shared data |
Commit management
Without Sanka
Forecast calls stay qualitative
With Sanka
Store commits by team, owner, and stage
Actual variance
Without Sanka
Forecast and actuals are reconciled later
With Sanka
Compare against billing, cash, and margin actuals
Scenarios
Without Sanka
Best and conservative cases live in spreadsheets
With Sanka
Model scenarios with shared data
Customer quotes
Don't take our word for it.
We want inventory, sales management, tax, and accounting to connect smoothly while keeping operating cost and time low.
At first, we managed everything in Excel. Human error was a constant problem, and our inventory value did not match at fiscal close.
By implementing Sanka, we expect to connect reel racks with shop-floor inventory data so we can calculate requirements based on accurate stock.
FAQ
Frequently asked questions
How is this different from CRM forecasting?
Sanka connects pipeline to billing, collections, margin, and recognition timing.
Can scenarios be modeled?
Yes. Scenarios can be based on probability, timing, and contract conditions.
Can actual variance be tracked?
Yes. Forecasts can be compared to invoice, cash collection, and margin actuals.
Does this work with HubSpot or Salesforce?
Yes. CRM deal data can be used as the forecast input.