Apps / CRM / Reports & Forecasting
Reports & Forecasting
Pipeline value and win rate, from the same live data
Forecast, win-rate, and rep performance reports built directly from your live pipeline — not a monthly export someone has to assemble.
No credit card required
[01] What it does
Everything Reports & Forecasting handles
Pipeline value & forecast
See expected revenue by stage and close date, updated live.
Win/loss rate reporting
Track conversion rate by stage, rep, or source.
Rep performance dashboards
Activity, deals closed, and quota attainment per rep.
Source & campaign attribution
See which lead sources actually convert into revenue.
Sales cycle length tracking
See how long deals actually take to close, by segment.
Custom report builder
Build the exact report you need without exporting to Excel.
Scheduled report delivery
Get the weekly pipeline report in your inbox automatically.
Goal tracking
Set team and individual targets and track attainment in real time.
Export to Insights
Push CRM data into OneBook Insights for deeper cross-functional analysis.
[02] Who it's for
What changes when you switch
Know your forecast without asking for an update
Pipeline value and expected close dates update live — no more manager Slack pings for a status update.
See which lead sources actually convert
Source and campaign attribution shows you where your best customers actually come from.
[03] Compare
See how Reports & Forecasting stacks up
Toggle between tools to compare feature by feature.
OneBook
RecommendedData freshness
Live, always current
Rep performance visibility
Automatic dashboards
Source attribution
Built in
Manual spreadsheet reports
Data freshness
As current as the last manual export
Rep performance visibility
Manually compiled
Source attribution
Rarely tracked accurately
[04] Integrations
CRM works with tools you use
Connect to the tools your team already relies on: CRMs, payment providers, analytics platforms, data warehouses & more. We keep everything in sync — automated, accurate, and always up to date.
[05] Implementation
GO LIVE ON REPORTS & FORECASTING IN 8–12 WEEKS
Most implementations fail on scope creep and bad data. We use process mining to catch failures before they happen.
Week
1–2
Process mining reveals reality
We mine your current systems: Tally, spreadsheets, emails to see how work actually flows. You get data on where things break, where people create workarounds, and where time disappears.
Deliverable: Process map showing your actual workflows
Week
2–3
Lock the scope in writing
Week
4–8
Configure, test, and train in parallel
Week
9–12
Go Live with continuous monitoring
[10] FAQ
QUESTIONS?
WE'VE GOT ANSWERS.
Everything You Need To Know About OneBook As A Business
For Partners
01.
I'm currently on Tally/Zoho. Will switching disrupt my finance team?
No. We support Embedded Accounting. Your operations team gets a unified ERP for inventory, production, and CRM, while your accountant can continue using the Tally format they love via our optional Tally Format data export. You get operational control; they get compliance comfort.
02.
Is my data secure on an Open Source platform?
Yes. OneBook runs on managed Azure Kubernetes with SOC 2, ISO 27001, GDPR, and HIPAA compliance. Your data is encrypted at rest and in transit, with role-based access controls and regular security audits.
03.
How long does it take to go live?
Most companies go live in 8–12 weeks. We scope the project upfront, migrate your data cleanly, train your team properly, and run process mining after launch to catch issues early.
04.
Why don't you charge per user like Zoho or SAP?
Per-user pricing is a tax on growth. When your warehouse team needs access, you shouldn't have to calculate ROI per login. OneBook charges by tier, not by headcount — so your whole team can use it.
05.
Can I keep using Tally for accounting?
Absolutely. Our native 2-Way Tally Sync lets your accountant stay on Tally while your operations team runs on OneBook. No double data entry, no disruption.
06.
What if it doesn't work for us?
We offer a 30-day free trial and a lifetime warranty. If OneBook doesn't fit your business after implementation, we'll help you migrate back — no lock-in, no penalties.