Outset Product Announcement (October 2024)
This is the release I like to refer to internally as ‘Board Decks R Us’. A large need that we help our customers with is their regular process of creating and updating board decks. With the management of revenue now occurring in Outset, the board deck data is here for the taking. We do realize that boards don’t need the monthly, metric level details that we predict and plan to so this release is focusing on providing the rollups for easy reporting. You now have the data not only to plan with but to speak to in your board meetings.
Bottoms Up reporting and visualization enhancements
Time Range Views
View your bookings metrics by month, quarter or yearly with a quick click
Group By
Bottoms Up metrics grouped by your planning dimensions like segment or region. What is the expected revenue for North America? Now tell me what it is for Enterprise North America.
Now your bottoms up metrics and graph are grouped by your selection.
Export
You can export these various roll ups and groupings of your revenue plan for quick board deck creation and updates.
Additional powerful metrics
- Avg months to close – understand this down to the detailed dimension levels or rolled up to see average time to close for a segment, region etc.
- Seen vs. Unseen pipeline (Release November 1st) – Also referred to as active pipeline vs. forecasted pipeline. You have the option to look at your Salesforce opportunities for your seen pipeline or you can use Outset’s predicted seen pipeline. Since Salesforce does not have any way to track unseen pipeline, this metric comes from Outset’s predictive analytics. These numbers combined should equal your cohort bookings for the month.