Revenue Forecasting and Profitability Analysis with VASCO
Project scope
Categories
Data visualization Data analysis Data scienceSkills
revenue forecasting solution architecture revenue operations client onboarding hubspot crm profitability analysis data visualization data analysis dashboard forecastingSet 2 Close aims to enhance its revenue operations by leveraging the VASCO Rev-ops tool plugin for data visualization. The primary goal is to analyze profitability and forecast future revenue trends across partner, shared, and client onboarding pipelines. Learners will utilize the VASCO tool, which is fully integrated with HubSpot CRM, to extract and visualize data. A VASCO training specialist will provide mentorship on the latest CRM forecasting analytics tools. The project will be overseen by Set 2 Close's Director of Solutions Architecture, ensuring alignment with the company's strategic objectives. This project offers learners the opportunity to apply classroom knowledge in data analysis and CRM tools to real-world business scenarios.
The project deliverables include a comprehensive report detailing the profitability analysis and revenue forecasts based on the data trends. Additionally, learners will create visual data dashboards using the VASCO tool to present their findings. These deliverables will provide actionable insights for Set 2 Close to optimize its revenue operations strategy.
Providing specialized, in-depth knowledge and general industry insights for a comprehensive understanding.
Sharing knowledge in specific technical skills, techniques, methodologies required for the project.
Direct involvement in project tasks, offering guidance, and demonstrating techniques.
Providing access to necessary tools, software, and resources required for project completion.
Scheduled check-ins to discuss progress, address challenges, and provide feedback.
Supported causes
The global challenges this project addresses, aligning with the United Nations Sustainable Development Goals (SDGs). Learn more about all 17 SDGs here.
About the company
We are a B2B Business that provides Onboarding, Training, and Optimization of CRM solutions from a Revenue Operations and Sales Perspective. Simply put, we help businesses grow with efficiency.