Quick Base as a Forecasting Tool
April 15, 2020

Quick Base as a Forecasting Tool

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Quick Base

Quick Base is currently being used in one department (sales) as a forecasting tool, although we do plan to expand to other departments/uses.

It is a tool for our sales reps to record all upcoming opportunities and create a forecast database, which we then use to determine how much of which product to order and when.
  • I like that I can build apps myself, without requiring a third party to help, as I know the processes of my company the best, and I am easily able to tweak Quick Base to however it will best display the information we need.
  • I like that you can easily link multiple tables together and be able to pass fields and information between them.
  • Quick Base allows me to send automatic reports to my team as well as notifications when a certain action occurs, which automates a lot of tasks that were previously manual.
  • I still am unsure if Quick Base is able to handle a lot of tasks that our current POS system does, such as hierarchies/tiers of customers, discount/special pricing for particular accounts, etc.
We have benefited from this as we have built our own forecasting application to achieve our business needs. We weren't able to find something similar out there, so we built our own.
  • Solving a specific business challenge
  • Building and deploying an application (or multiple applications) that meets our exact needs
We were able to achieve these outcomes by successfully building and using an app that works as a forecasting tool.

We are able to record specific, detailed information from our sales team (such as product, quantity, month of purchase, confidence level, outcome of the opportunity).

Quickbase helps us aggregate the data from every product, every sales rep, and every customer and allows us to export the data in a report that tells us what products to order and when. It also allows us to use only the information that we need. For example, we are able to apply filters to discard any opportunities where the sales rep marked it as Lost.
It works very well as a customizable database and allows me to create forms to record certain information from my team.

I can then use Quick Base to help me present that information to management in the form of dashboards, reports, charts, etc.

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