What is Sales Analysis & Forecasting Tool?

SAFIO Solutions offers a cloud-based forecasting software designed specifically for optimizing inventory, providing a robust platform that enhances insight, efficiency, and analytics to facilitate strategic decision-making for better operational outcomes. Their unique Sales Analysis & Forecasting tool consolidates client data into a streamlined and user-friendly interface, thoughtfully designed by a planner to ensure it meets the essential needs of those involved in planning. This approach allows users to access crucial analytics and reporting, helping them to recognize emerging trends, seize opportunities, and manage potential risks effectively. With SAFIO, forecasting becomes a straightforward, efficient, and reliable process, accessible from any device, whether at home or on the go, ensuring that users can always stay connected and informed. The flexibility and user-centric design make it a valuable asset for any organization looking to enhance its operational performance.

Pricing

Price Overview:
Dependent on source of truth and number of users. We would be happy to quote based on your requirements.

Integrations

Offers API?:
Yes, Sales Analysis & Forecasting Tool provides an API
All Sales Analysis & Forecasting Tool Integrations
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Screenshots and Video

Play Video Forecast Editor-Collate account projections to a total planner projection An efficient User Interface with Data Analytics.

Company Facts

Company Name:
SAFIO Solutions
Date Founded:
2017
Company Location:
Brookfield, WI
Company Website:
safiosolutions.com
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Product Details

Deployment
SaaS
Windows
Mac
Linux
iPhone
iPad
Android
Chromebook
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Video Library
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Startup
Supported Languages
English

Sales Analysis & Forecasting Tool Categories and Features

Sales and Operations Planning (S&OP) Software

Sales Forecasting Software

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

Sales Analytics Software

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Reporting Software

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

Purchasing Software

Catalog Management
Compliance Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

Multi-Channel eCommerce Software

Catalog Management
Channel Management
Data Synchronization
Email Marketing
Inventory Management
Marketplace Integration
Mobile Commerce
Order Management
Promotions Management
Returns Management
SEO Management
Shopping Cart
Social Commerce

Inventory Management Software

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Inventory Control Software

Allocation
Barcoding
Cost Tracking
Forecasting
Item Management
Order Management
Procurement Management
Reorder Management
SKU / UPC Codes
Serial Number Tracking
Supplier Management

Demand Planning Software

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

Business Intelligence Software

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

More Sales Analysis & Forecasting Tool Categories

Sales Analysis & Forecasting Tool Customer Reviews

Write a Review
  • Reviewer Name: Jon C.
    Position: Director of Supply Chain
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Must Have Demand Planning Software

    Date: Jan 18 2022
    Summary

    We love Safio and rely it on it's functionality on a daily basis. It addition to the points below its overall benefits outweigh any restrictions it may have (that we haven't ran into yet).

    Positive

    Robust Demand Planning Capabilities.
    Incredible Customer Support.
    Simple Integration and usability.
    Accurate forecasting and projections.

    Negative

    No con's to this product. We use Safio daily and any pain points are addressed and actioned in real-time so we have no complaints.

    Read More...
    Official Sales Analysis & Forecasting Tool Response
    Date: Jan 18 2022
    Jon- Thank you for taking the time to review the Sales Analysis & Forecasting Tool. We are very happy to see that you appreciate the capabilities of the platform through your daily use of it. Thanks again- the SAFIO Solutions Team
  • Reviewer Name: KATARINA F.
    Position: Product Management Analyst & Key Account Coordinator
    Has used product for: 1-2 Years
    Uses the product: Monthly
    Org Size (# of Employees): 500 - 999
    Feature Set
    Layout
    Ease Of Use
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great for Analysis and Data Collection

    Date: Jan 14 2022
    Summary

    Great for analysis, pretty user friendly. But I do wish that entering the forecast was a bit more automatic. It would be great if we could upload forecast all at once instead of by item per item page. Hopefully this will be in the next update.

    Positive

    Great analysis tool that can be accessed anywhere. I can go to one source for info needed, instead of having to look up using multiple programs. Great customer support.

    Negative

    Entering the actual Account Forecast is time consuming. It is very manual, even when using the upload process. However, this program is constantly being updated, so in the future this feature may be available.

    Read More...
    Official Sales Analysis & Forecasting Tool Response
    Date: Jan 18 2022
    Katrina F Thank you for taking the time to review the Sales Analysis & Forecasting Tool. And, as you stated about the constant updates, I am happy to tell you that the next update will include uploading forecasts all at once. Coming shortly!! Feel free to reach back at any time with nuances that would help improve the process, we are always open to your feedback! thanks again- the SAFIO Solutions Team
  • Reviewer Name: A Verified Reviewer
    Position: Account Sales Manager
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Just Learning

    Date: Jan 14 2022
    Summary

    I am fairly new to my company and have never used Safio before. I was trained on it by another employee, but not at length. I like the fact that you can go into the system and play around, learn on your own without the worry that you are going to ruin something.

    Positive

    I like the ease getting around the site and the broad offerings of reports. It is very user friendly.

    Negative

    Looking for a report that shows Sales by DOLLAR, by customer by brand, by month for the previous year as well as year to date.

    Read More...
    Official Sales Analysis & Forecasting Tool Response
    Updated: Feb 14 2022
    Account Sales Manager- Thank you for taking the time to review the Sales Analysis & Forecasting Tool. Here are the reports you are looking for, available in your library as standard reports: Dollar Sales TY vs LY Account Dashboard and also TY Revenue by Account gives dollar sales for this year by customer. As you continue to use the platform, resource information is at your fingertips if you click the help button in the upper right hand corner of the user interface. This will take you to SKU University where you will find tons of information, how-tos, and reporting help. As well, you can also reach out to your account executive, she would be happy to provide additional assistance and help you optimize your usage of the tool. thanks again - the SAFIO Solutions Team
  • Reviewer Name: A Verified Reviewer
    Position: Forecast Analyst
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    SAFIO Review

    Date: Apr 01 2022
    Summary

    Safio is a good tool that satisfies our needs. The team is good to work with, and respond quickly to our needs or issues.

    Positive

    The product is intuitive to use, and has functionality that fits our needs. The product and the service team is adaptive to our needs.

    Negative

    The forecasting curves rely on existing data we provide to create curves, which may or may not be as accurate as possible. Would be helpful to have suggestions for adjustments to curves based on actual results.

    Read More...
    Official Sales Analysis & Forecasting Tool Response
    Date: Apr 04 2022
    Forecast Analyst: Thank you for taking the time to review the Sales Analysis & Forecasting Tool. We appreciate your comments and are happy that this forecasting platform fits your needs. Also, we thank you for recognizing the SAFIO Solutions team and our ability to respond quickly to your callouts. The SAFIO Solutions platform was built by planners, for planners so to your point, it is intuitive to your needs. In addition, we welcome you to reach out to your account executive for help on adjustments to the curves. We realize the past 2 years have created significant changes. They would be happy to assist and collaborate for the best path. We are also looking to expand curve creation assistance beyond onboarding, in a reporting feature, to help clients as they grow. Thanks again- The SAFIO Solutions Team
  • Reviewer Name: Margie B.
    Position: Director of Business Intelligence
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Helped to bring visibility to Organization

    Date: Jan 19 2022
    Summary

    The Team at Safio is very responsive, friendly and helpful. Any issues or callouts are taken care of efficiently and timely. It is great to have the Production Planning and Demand Planning in one tool.

    Positive

    All info is in one place. The visibility of things that happened yesterday is easy to find and share. The Sales Team as well as Operations love all the reports that can be viewed or dropped into excel for further analysis. Enhancements are made to system Annual which provide more data and more ease to view on site.

    Negative

    The flow of the forecast right now does not help with building the forecast dues to all of the Supply Chain issues and changes in shopping habits by consumers due to Covid. Maybe when we have another "normal" year it will be a tool we can use.

    Read More...
    Official Sales Analysis & Forecasting Tool Response
    Date: Jan 21 2022
    Margie - Thank you for taking the time to review the Sales Analysis & Forecasting Tool. Very happy to see that you and your company teams are exeriencing the many benefits that the system provides. We understand that the supply chain disruption and consumer demand are challenging at this time. With these erractic shifts, the curves have been abnormally effected. Until the curves return to normal, the vision of the tool continues to provide insights to make timely decisions. As always, reach back to us as needed. Thanks again - The SAFIO Solutions Team
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