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Sales Forecasting and Automation
Xefco wanted a flexible forecasting tool capable of predicting future revenue based on unit sales, variable pricing, and probability factors — all while allowing seasonal adjustments and discount management.
By leveraging Microsoft Dynamics 365 and Power Platform capabilities, we developed the Sales Forecast App, enabling precise forecasts, monthly breakdowns, and customizable inputs tailored to real-world business needs.
The challenge was to move away from static spreadsheets and into a more dynamic, interactive forecasting environment.
We worked closely with Xefco to ensure the app could:
This solution allowed Xefco’s sales teams to visualise potential revenue scenarios instantly, improving decision-making speed and accuracy.
To showcase the capabilities, we created a sample app with prefilled data that works in conjunction with Microsoft Dynamics 365 Sales. This served as a proof of concept, demonstrating how organisations could:
We also emphasised that the application could be fully tailored to match specific workflows, data sources, and reporting needs.
Xefco’s existing process relied heavily on static spreadsheets and manual updates. These methods were slow, error-prone, and lacked the flexibility to quickly model different pricing or probability scenarios.
We built a low-code, user-friendly app in Power Apps, integrated with Dynamics 365 Sales, to streamline forecasting. By combining structured data entry, automated calculations, and drill-down analytics, we created a scalable, easy-to-use tool for both strategic and operational sales planning.
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