Strategic Revenue Planning and Forecasting
Growth requires more than ambition — it requires foresight. Accurate forecasting, standardized pricing, and connected financial insights give MSP leaders the confidence to scale profitably and predictably.
Empellor CRM enables MSPs to forecast with confidence, align pricing and margins, and make smarter financial decisions that drive sustainable growth.
What Good Looks Like
- Revenue forecasts that are accurate, trusted, and generated in real time.
- Sales processes aligned to the customer’s buying journey.
- Standardized pricing and margins across deals.
- Services quoted quickly and delivered smoothly.
- Finance, sales, and delivery teams working from a single source of truth.
- Leaders making confident, data-driven decisions with Power BI dashboards.
Still guessing at revenue?
- Sales team is technically skilled but inexperienced in consultative selling.
- Sales process disconnected from customer buying experience.
- No standardized pricing or consistent margins.
- Services are over-customized, slowing quoting and delivery.
- Demand forecasting is inaccurate or nonexistent.
- Revenue forecasts are manual, siloed, and not trusted.
- Finance becomes overwhelmed as the business grows.
The Challenges MSPs Face
Without a reliable revenue plan, MSPs struggle to grow with confidence — every decision feels like a gamble.
Solutions That Work
Without velocity and conversion discipline, revenue stalls — and competitors pass you by.
- Elevate sales training to highlight how every role impacts revenue.
- Train the organization broadly on the full revenue lifecycle — contracts, bookings, invoicing, and renewals.
- Optimize pricing guidelines for consistency and margin protection.
- Use Dynamics 365 Sales for forecasting accuracy.
- Leverage Dynamics 365 Business Central for financial centralization, process automation, and real-time insights.
- Empower leaders with Power BI dashboards that connect sales, service, and finance.
- Deploy Copilot in Dynamics, Teams, and Outlook to:
- Surface revenue risks and margin gaps proactively.
- Generate forecast summaries instantly inside meetings or emails.
- Suggest adjustments to pricing or resourcing before problems impact delivery.
Next Steps to Improve
Without a clear growth strategy, you’re stuck in survival mode — chasing opportunities instead of creating them.
Ready to replace guesswork with clarity?
- Implement revenue lifecycle management training across sales, finance, and delivery.
- Build robust forecasting and scheduling systems in Dynamics 365.
- Adopt dynamic pricing strategies based on demand and capacity.
- Create role-based revenue dashboards with KPIs, metrics, and outcomes aligned to growth strategy.
What’s at Stake
- Your team will constantly scramble to cover demand and resourcing.
- Margins will erode without standardized pricing discipline.
- Leaders will make decisions on incomplete or outdated data.
- Competitors who harness Dynamics, Business Central, and Copilot will plan faster, forecast more accurately, and scale with confidence.
Don’t let uncertainty dictate your future.
