OVERVIEW AVISO INSIGHTS

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1 OVERVIEW Aviso provides the leading predictive analytics software to help sales organizations optimize their performance and exceed their revenue goals. Using a unique combination of machine learning algorithms and portfolio management techniques, Aviso transforms and automates tedious sales forecasting processes with an easy-to-use, secure cloud application. Aviso Insights delivers a powerful data-driven decision-making framework to prioritize deals, deploy resources, and mitigate risks, driving revenue growth for small and large enterprises. AVISO INSIGHTS Forecast Rollup Aviso Insights provides a flexible Forecast Rollup module that empowers users to rollup a sales forecast across a global sales organization quickly and reliably, eliminating the need for tedious, time-consuming and error-prone spreadsheets. Powered by advanced data science, the module affords users unbiased guidance in rolling up the numbers at all levels. Rollup a Sales Forecast across a global sales organization for the current quarter Get unbiased guidance with the Aviso Forecast Range at every level in the hierarchy Role-based access controls Configurable call numbers and rollup formulae Automatic deal-updates from CRM in near real-time View original and adjusted numbers alongside a user s judgement number Drill-down quickly through the hierarchy to the rep- and deal-level View contributing deals and a data-driven score for each deal Direct link to deal-level details in CRM

2 View key metrics including Forecast Accuracy at a segment and rep-level Bookings Forecast The Aviso Forecast allows users to visually compare and analyze Aviso s bookings forecast and bookings-to-date in a rich, interactive trend chart. The bookings forecast is composed of a forecast for existing deals, as well a projection and forecast of new deals that do not yet exist. The chart also overlays sales targets and allows users to investigate changes in the bookings forecast in an interactive manner. Compare bookings-to-date and Aviso s Day-1 bookings forecast trend-lines Compare bookings and forecasts with sales targets and commits Composite forecast and component forecasts for existing pipe and new pipe View changes in commits over time View and inspect changes in the bookings forecast Visual representation of deal-level changes over any in-quarter time-period, with drilldown to deal-details Multi-attribute search and export

3 What-If Analysis Aviso Insights provides the ability to run scenarios and help users model a sales war-room. Users can create complex scenarios around their portfolio of deals, to identify key deals and determine impact on and likelihood of hitting their numbers. Model changes in deal values, stages and outcomes View outcomes graphically, against the current Aviso Forecast Range and sales targets Restrict by segment or rep Create, save and edit multiple scenarios Filter by Big Deals and multi-attribute search Deal Prioritization The Deal Prioritization feature allows users to make prioritization and resource allocation decisions across their portfolio of deals in a visual and interactive manner.

4 Heat-map of deals provides a bird s eye view of the deal portfolio plotted by deal-size and win-probability Make prioritization and resource allocation decisions by targeted focusing Drill-down to deal details, with direct links to deal data in CRM Grid-view provides an alternate, sortable view of the same data Multi-attribute search and export capabilities Daily Dashboard Aviso Insights provides a powerful and configurable Daily Dashboard that surfaces key actionable insights directly to users and helps them track targets, identify deals to focus on and view key performance metrics for their teams in a single screen. Track targets, progress to date and gaps in a clear, visual manner Data-driven identification of deals to focus on Discover possible upsides to close the commit-to-target gap At-a-glance view of key deal-level changes on a daily or weekly basis, including datadriven guidance on deal upgrades and downgrades Rep leaderboard with key metrics Bookings forecast for the user s segment

5 Analytics Aviso has rich analytics capabilities that allow users to pull up-to-the-minute reports to track key performance metrics, analyze trends and conduct quarter-over-quarter comparisons across all levels of the hierarchy. Pipeline Reports: Pipeline Trends, Pipeline Health, Rep Pipeline Coverage Trending and Comparing Win-Rates Deal Velocity Forecast Accuracy We ve found with Aviso that we have now a science-oriented, data-driven technology that gives us not only the historical view of our data, but a predictive capability that helps us stay on top of changes. Bill Dolby, Global Sales Operations

6 TECHNOLOGY Enterprise-grade, secure data architecture Adherence to industry standard compliance and security certifications Multi-tenancy, two-factor authentication and role-based user access controls Pre-integration with salesforce.com, Microsoft Dynamics, Oracle Sales Cloud and NetSuite CRM Open REST APIs to connect to other data sources Aviso is the solution to help enterprise CXOs understand and evaluate risk and return across all their revenue streams. Denis Pombriant, Industry Analyst For more information