Thursday, May 8, 2025

Customer Relationship Management (CRM) - Sales Forecasting Tool

 


Notes:

  • Problem Solved: Predicts future sales based on pipeline data and historical trends.

  • Customization Benefits: Incorporate external data like seasonality or macroeconomic factors.

  • Further Adoption: Display results in BI dashboards or CRM widgets.

Python Code:


import pandas as pd
from sklearn.linear_model import LinearRegression
from sklearn.model_selection import train_test_split

df = pd.read_csv("sales_pipeline.csv")  # Columns: 'month', 'opportunities', 'closed_deals'
X = df[['opportunities']]
y = df['closed_deals']

model = LinearRegression()
model.fit(X, y)

# Forecast next month's sales
next_opps = pd.DataFrame({'opportunities': [150]})
forecast = model.predict(next_opps)
print(f"Predicted sales for next month: {forecast[0]:.2f}")

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