Quick Base as a Forecasting Tool
April 15, 2020
Quick Base as a Forecasting Tool
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.
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.
Pros
- 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.
Cons
- 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.
Comments
Please log in to join the conversation