SALES FORECASTING SOFTWARE

Turn order history into account-level forecasts

Built for distribution teams who need to know which accounts will reorder, when and how much. SimplyDepo turns every visit, order and payment into live dashboards and AI-surfaced reorder signals, with QuickBooks data tied in.

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A modern sales dashboard displays comprehensive metrics including sales statistics, total revenue, number of orders, active representatives, and visit counts. Visual elements feature clear charts and highlights for quick status updates. The interface also presents payment term distribution graphs, a detailed customer list with current order statuses, recent activities logs, and a task management sidebar integrated with Simply AI. The clean layout ensures intuitive navigation and at-a-glance insights for efficient business monitoring.

Trusted by top performing distribution teams

Gotham
Brickyard
Brooklyn Best
Tenace Distributing
Winneram
88 Acres

Sales forecasting software built on real distribution activity

Give sales managers, finance and ops one live view of every account's order history, reorder cadence, pipeline stages and sell-through, with AI surfacing the signals worth acting on.

Store Execution
A smartphone screen shows a detailed new order page for Green Harbor Market, highlighting item information. A pop-up message confirms the order is validated and lists the total price of $364.74 for three items. Navigation icons for the shopping app appear at the bottom of the screen.

ACCOUNT CRM

Forecast every account's next reorder from real history

  • Reorder cadence on the account

    Past orders, average interval and current stock in view, so reps know when each account is due.

  • Full account history per buyer

    Every visit, order, photo and note logged against that account.

  • Per-account performance trends

    Sales by SKU, gross margin and credit usage over time, in one record.

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Route Optimization
Sales Optimization

ANALYTICS & DASHBOARDS

Monitor sell-through by SKU, account, and territory

  • Live performance dashboards

    Sales, fulfillment rates and reorder volume across SKU, account, rep and territory, updated in real time.

  • AI-surfaced reorder signals

    SimplyAI Predictions flags accounts due for reorder, accounts at risk and SKUs trending up or down.

  • Export and shareable reports

    Send forecast reports to finance, brokers or retail partners in the format they want.

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Delivery Invoicing
Delivery Invoicing

SALES CRM

Track every deal from prospect to first order to repeat customer

  • Custom pipeline stages

    Visited, Samples Dropped, Negotiation, Won, set the stages your team actually uses.

  • Pipeline forecasting by rep and territory

    See expected revenue per stage and per rep, with movement visible day to day.

  • Follow-up tasks tied to prospects

    Tasks attach to deals with due dates and push notifications.

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How distribution teams use SimplyDepo for sales forecasting

1

Import your data

Upload customers, products, pricing and historical orders. We migrate from QuickBooks or your spreadsheets.

2

Build your pipeline

Assign accounts to reps, set pipeline stages and configure reorder thresholds.

3

Track and report

Watch every order, visit and forecast signal land in real time. Filter by SKU, account or rep to act the same day.

Take control of every forecast, every account and every signal

Book a 20 minute demo. See how teams forecast at the account level, track sell-through live and act on AI-surfaced reorder signals.

30-day free trial
No contracts
Free team training
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SimplyDepo awards

Customer results

Distributors and brands use SimplyDepo to simplify sales, orders, routes and retail execution. See results they achieve.

  • From day one, every store visit, task and photo was captured in one place. It has become essential for managing retail execution day to day.

    Smiling bearded man with short hair in a blue shirt stands against a vibrant yellow background, ideal for featured front page images.

    Darien Brown

    National Retail Manager, 88 Acres

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    • +10 hrs

      Saved weekly per sales rep

    • +30%

      Increase in reordering volume

    88 Acres snacks—Dark Chocolate Sunflower Seed Butter, Cinnamon Maple, and Dark Chocolate Sea Salt Bars—on a yellow backdrop.

  • With SimplyDepo, manual reporting and QuickBooks reconciliation disappeared. Reporting is now 3x faster and order accuracy climbed to 95%+

    Smiling man with short, light reddish-blond hair in a gray collared shirt stands before a beige background, representing Field Sales Software.

    Trent Moffat

    Founder at Gotham DSD

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    • 3X

      Order accuracy improvement

    • 95%

      Increase in reordering volume

    A cheerful delivery worker with glasses and a cap holds a tablet and package, while another moves boxes. GOTHAM DIRECT STORE DELIVERY text appears.

  • With SimplyDepo, manual reconciliation disappeared. Orders now process three times faster and order accuracy exceeds 95 percent.

    Smiling woman with straight, shoulder-length brown hair in a reddish-brown top, foregrounded with others blurred behind her.

    Laura Mendez

    Operational Manager

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    • 3X

      Faster order processing

    • 70%

      Reduction in order corrections

    A fully stocked supermarket aisle with blurred shelves, featuring the Tenace Distributing logo and two playing cards (10, Ace of clubs).

  • With SimplyDepo, the team saved 40+ hours weekly across reps and achieved 120% more efficient routes.

    Happy man with short, dark hair in a light green jacket stands smiling against a solid green background, radiating positive energy.

    Tim Sher

    Vice President, HC Foods

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    • 3X

      Faster order processing

    • 70%

      Reduction in order corrections

    Centered against a blurred grocery store aisle, the HC Foods logo stands out in blue and red amid shelves of assorted products.
    INTEGRATIONS

    Connect your forecasting stack

    Pull order history, payments and inventory from QuickBooks Online, Shopify, ShipStation and Stripe into one forecasting view. Open API connects SimplyDepo to your BI tools.

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    100+ INTEGRATIONS · OPEN API
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    Modern forecasting vs. spreadsheets and ERPs

    Spreadsheet forecasts work best for quick planning. Enterprise forecasting platforms are built for large, complex organizations. Distribution teams need account-level forecasting connected to live activity.

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    Capability
    Live sell-through by SKU and account
    Account-level reorder cadence
    AI-surfaced reorder signals
    Pipeline forecasting by rep and territory
    Built for distribution and wholesale
    Native QuickBooks Online sync
    Field-rep activity in the same forecast
    Shareable forecast reports
    Onboarding speed

    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ 3-5 business days
    Traditional Tools

    ⚠️ Partial
    ❌ No
    ❌ No
    ⚠️ Limited
    ❌ No
    ⚠️ Partial
    ❌ No
    ⚠️ Limited
    ⏳ Weeks - Months
    FAQ

    Frequently Asked Questions

    Have more questions? Contact us

    Sales forecasting software turns real sales activity (orders, visits, pipeline stages) into forward-looking forecasts at the account, SKU and territory level. For distribution teams, it replaces the spreadsheets that go stale every Friday with live dashboards, account-level reorder signals and software for sales forecasting that runs on real data, not survey forms.
    Yes. SimplyDepo combines live analytics (sell-through by SKU, account performance, pipeline stages) with forecasting signals (account reorder cadence, at-risk accounts, SKU trends). Every forecast is built from real order history, not survey forms or last quarter’s PDF.
    Yes. SimplyDepo tracks sell-through at the retailer account level, surfaces which products move at which stores and forecasts reorder timing per account. Brands and distributors use it to predict shelf-level demand without enterprise-tier setup.
    Yes. SimplyAI Predictions automates the analysis layer: flagging accounts due for reorder, accounts at risk of churn, SKUs trending up or down, without your team building dashboards from scratch.
    Forecasts run on the same data SimplyDepo already captures: field-rep orders, B2B portal orders, payments and visit history. There is no separate forecasting setup, turn on the dashboards and the data flows in automatically from day one.
    Clari is built for SaaS revenue forecasting (CRM-driven). Anaplan is built for enterprise demand planning and S&OP. SimplyDepo is built for distribution and CPG teams who need account-level forecasting connected to field activity, B2B portal orders and QuickBooks, at distribution-team pricing. Teams running Clari or Anaplan usually pair SimplyDepo with them for field-level activity data.
    Field sales rep reviewing a customer order in the SimplyDepo mobile app while working in a grocery store aisle

    Sell more on every route

    Forecast every account, every SKU and every pipeline stage from one app built on real distribution activity.

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    Choose a convenient time to explore SimplyDepo with our team.