Armanino Press Release
Press Release

Armanino Introduces Forecast Management for Sales/Operations Planning

Solution Makes Complex Forecasting Easy with Dashboard Reporting

SAN RAMON, Calif. (March 18, 2015) – Armanino LLP, the largest independent accounting and business consulting firm based in California, released today a Forecast Management solution for Microsoft Dynamics CRM that is also compatible with all Customer Relationship Management solutions.  The sales forecast management tool enables sales and operations executives to develop detailed sales forecast in support of the Sales and Operations Planning process.

Specifically, Armanino’s Forecast Management solution enables productivity gains by streamlining and automating the forecasting process for all businesses, ensuring both timely and accurate sales revenue forecasting and helping to reduce excess inventory.

“We teamed with our Business Intelligence experts to develop the Armanino Forecast Management tool and provide clear visibility into a complex business management process,” said Scott Mangelson, Partner and Leader of Armanino’s Microsoft Dynamics CRM practice. “We enable sales and operations leaders to accurately forecast revenue, while netting for bookings, billings and backlog that improves production accuracy and limits unnecessary stockpiling of inventory.” 

The Armanino Forecast Management solution includes the ability to forecast by customer, product, opportunity, territory, revenue and parts quantity.  It includes rich graphical representations of sales forecast in pie charts, line graphs, and bar charts that are interactive and refresh the data with the touch of a button.

Additionally, Armanino offers the Forecast Management solution and a variety of pre-configured cloud integrations and add-on solutions at the Armanino Marketplace, including RMA and Warranty Management modules for CRM. Armanino was named one of CIO Story’s 25 Most Powerful Microsoft Solution Providers.

March 18, 2015

About ArmaninoLLP

Armanino LLP ( is one of the 25 largest independent accounting and business consulting firms in the nation. Armanino provides an integrated set of audit, tax, business management, consulting and technology solutions to companies in the U.S. and globally. The firm helps clients adapt and change in every stage of business, from startup through rapid growth to the sale of a company. Armanino emphasizes smart technology, leading a cloud revolution of financial, operational, sales and compliance tools that are transforming the way companies do business. The firm extends its global services to more than 100 countries through its membership in Moore Global, one of the world's major accounting and consulting membership organizations. In addition to its core consulting and accounting practices, Armanino operates its division, AMF Media Group (, a media and communications services agency. Its affiliate, Intersect Capital ( is an independent financial planning, wealth and lifestyle management firm.

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