QuarterOne is a free revenue forecasting app that creates automated forecasts from Freshsales sales data in a matter of minutes.
With better control of your sales data, you can build a more accurate forecast you can trust.
Sales teams love Freshsales. With QuarterOne, your finance and management teams will too.
“QuarterOne removes the need for messy spreadsheets that are out of date the minute you create them “ - Mark Robotham, COO at Quanton.
Key benefits:
- Measure the velocity of your sales team.
- Predict how quickly your existing pipeline will grow.
- Spread deals over multiple months.
- Lock-down periods, to prevent unwanted changes to reported months.
- See intuitive visuals of your pipeline performance.
- Compare your current forecast with previous versions.
Get started with a free 14 day trial.
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To enable this integration:
1. Register and verify your username and password at: https://app.quarterone.com/signup/freshsales
2. During onboarding, select 'Freshsales' as your CRM
3. Select 'Freshsales' as your Domain
4. Input or copy and paste your Freshsales Domain and API Key
5. Click on "Authorize" button to Authorize your Freshsales account to connect with QuarterOne
Follow the steps on the next screens to setup your settings:
6. Select whether you want to limit the deals you wish to sync to QuarterOne or sync all deals
7. Select the stages that you would like to include on your forecast
8. Select your Account Preferences
9. Click on the "Save and Sync" button. Once completed, you will get redirected to the Dashboard of QuarterOne
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