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From Forecasting Doubt to Data Confidence at Altrata
Salesforce held the data, but execs and sales leaders couldn't reliably answer: “How much of our pipeline is real?” Kluster stepped in to deliver an enterprise-grade forecasting engine, fast.


“Kluster came in and solved a problem we’d been working on for five years in just two months.”
Connel Bell, Chief Operating Officer, Altrata
About Altrata
Altrata is the definitive leader in global wealth intelligence, professional relationship mapping, and affluent market dynamics. The leading commercial, philanthropic, and educational institutions depend on Altrata solutions to deliver organisational growth.
The Results
90-day forecasting
For the first time, Altrata had early visibility to drive strategic decision-making.
24-hour proof of value
Within a day of sharing minimal data, Kluster returned an 85% working solution.
From “gut feel” to data-driven results
Kluster’s ARR and pipeline capabilities created a full operational revenue view.
The Challenge
Altrata had robust CRM and revenue systems, but one critical gap persisted: forecast confidence.
Salesforce held the data, but execs and sales leaders couldn't reliably answer: “How much of our pipeline is real?” The internal team had spent years trying to solve this with custom tools, but even with talented ops resources, a scalable, trusted forecasting solution remained out of reach.
The Challenge
Before implementing Kluster, Sedna struggled with:
Inaccurate forecasts
Early forecasts were only 30% accurate, resulting in an end of quarter scramble and unreliable financial planning.
Limited visibility
Leadership lacked an early warning system to track slipping deals and relied on self reporting from sales representatives forecasts, which were difficult to challenge. This was made more difficult by the fact that we were still developing our discipline around sales processes.
End-of-quarter bottlenecks
The majority of deals were closing in the last week, making it difficult to track progress or make adjustments throughout the quarter.
Manual processes
Sedna had no efficient way to inspect and evaluate critical deals throughout the quarter, limiting their ability to make informed decisions.
Top 3 Reasons Why Sedna Recommends Kluster
- Reliable forecasting: “Kluster gave us the accuracy we needed to trust our forecasts and make smarter decisions.”
- Early warning system: “Tracking deal health and using Kluster’s pacing tools has given us invaluable early warnings throughout the quarter.”
- Early warning system: “Kluster helped align sales and finance, improving visibility and making forecasting a more collaborative process.”
The Solution
Kluster partnered with Altrata to deliver an enterprise-grade forecasting engine, fast.
Within 24 hours, Kluster delivered a high-fidelity forecasting model, integrating seamlessly with Altrata’s customised Salesforce setup. Kluster soon became the foundation for confident decision-making across pipeline health, ARR planning, and long-term revenue strategy.
Cleaner data, smarter decisions
With more eyes on data surfaced through Kluster, Salesforce hygiene improved, driving better process discipline.
Behavioural shift
Sales reps started treating forecasting like a science, not guesswork.
Embedded forecasting
Kluster became part of the commercial team’s daily and monthly rhythm.
End-to-end revenue intelligence
Kluster’s ARR and pipeline capabilities created a full operational revenue view, something Altrata had pursued for five years.
The Impact
Since implementing Kluster, Altrata has seen significant improvements in its operations:
Introduced reliable 90-day forecasts
for the first time, enabling tighter leadership control and sales planning.
Deep operational integration
Kluster is fully embedded in daily and monthly commercial operations.
Unlocked strategic revenue insight
Kluster’s ARR forecasting connected Salesforce data to actual revenue tracking.
Changed team behaviour
Forecasting is now data-led — not reliant on gut feel.

"Where other vendors told us our data didn’t fit, Kluster always said yes and delivered. That partnership mindset is rare, and powerful."
Connel Bell, Chief Operating Officer, Altrata