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What is Kepion?

Kepion is a cloud-driven business planning solution that integrates Microsoft Business Intelligence, offering a comprehensive platform for budgeting, forecasting, BI reporting, and user-friendly modeling technology, all in one centralized location, which allows organizations to tailor their planning applications to their operational needs. This software is suitable for businesses ranging from small to large enterprises and includes features such as custom applications, a complete BI platform, online accessibility, adaptable integration options, and real-time data processing capabilities. Kepion allows departments such as sales, finance, operations, marketing, and HR to create customized planning applications that align with their specific workflows, providing tools for review planning, sales forecasting, budgeting, workforce allocation, and project management. Users have the ability to explore 'what-if' scenarios and seamlessly integrate Kepion with their existing systems to automatically import data from ERP, CRM, or SCM platforms, facilitating comprehensive planning, monitoring, and data analysis on a unified dashboard. Additionally, the intuitive dashboards empower users to oversee and manage projects effectively, offering immediate access to critical performance metrics that support ongoing evaluation and decision-making processes. This innovative approach to business planning enhances collaboration across departments and drives more informed strategies for achieving organizational goals.

What is Forecastio?

Introducing a sales performance management solution specifically designed for HubSpot users, aimed at refining your sales strategy. By utilizing your historical data from HubSpot, you can strategically plan your sales initiatives and establish achievable objectives. Enhance your management of sales capacity through carefully organized hiring schedules, ensuring you consistently reach your targets. Prevent unforeseen obstacles at the end of each quarter by applying diverse forecasting methods. By exploring what-if scenarios, you can allocate resources in a way that maximizes efficiency. Tap into valuable sales insights sourced from HubSpot, which can significantly inform your decision-making process. With the availability of predefined planning templates and dynamic evaluations of goal feasibility, you can simplify your strategy development. Leverage AI and predictive forecasting features to obtain accurate projections for future sales outcomes. Monitor critical sales performance metrics in real-time, allowing for prompt adjustments to your tactics. Quickly identify and address performance gaps related to staff, processes, and pipelines without delving into extensive reports. Assess your current sales capacity while automatically calculating the additional resources needed to achieve your sales goals. Moreover, keep track of your sales pipeline's progression in real-time, enabling you to swiftly pinpoint and tackle potential bottlenecks that could impede your success. This comprehensive approach ensures that you not only meet but also surpass your sales targets.

Media

Media

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Microsoft 365
Microsoft Azure
Microsoft Excel
Microsoft Power BI
SAP Business One
Sage Intacct
Salesforce

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Microsoft 365
Microsoft Azure
Microsoft Excel
Microsoft Power BI
SAP Business One
Sage Intacct
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$149 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Kepion

Date Founded

2009

Company Location

United States

Company Website

www.kepion.com

Company Facts

Organization Name

Forecastio

Date Founded

2023

Company Location

United States

Company Website

forecastio.ai/

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Demand Planning

Capacity Planning
Data Visualization
Historical Reporting
Inventory Optimization
Planned vs Actual Tracking
Product Introduction Planning
Promotions Management
Replenishment Management
Sales Forecasting
Supply Forecasting

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Workforce Management

Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce

Categories and Features

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

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