Customizable Forecasting

Forecast Revenue Accurately and in Real Time

Global, customizable forecasting capabilities in Salesforce give organizations clear visibility into their sales pipelines. Accurate, timely forecasts of revenue and customer demand help sales close more deals, bring higher profits to the company, and align expenses with revenue growth. Forecasting also gives companies critical visibility into future product and service demand trends.

Sales Quotas

Define sales quotas for each sales rep and territory.

Real-Time Forecasts

Generate accurate, up-to-the-minute forecasts to give everyone in your organization a clear, reliable understanding of near-term events so they can focus their resources accordingly.

Forecast Customization and Roll-Up

Use any forecasting methodology you choose and view sales data by timeline, manager, territory, individual sales rep, product line, product unit, expected close date, and more. Roll up sales information across unlimited levels of sales regions. Drill down for a closer look at the details behind the numbers.

Forecast Audit Trail

Maintain complete forecast history to track critical changes made to forecasts.


Automatic Currency Conversion

View forecasts that are automatically and instantly converted into each user's default currency. Managers and corporate executives see forecasts in the default corporate currency irrespective of the currencies of the underlying opportunities.

Custom Fiscal Years

Break down fiscal years, quarters, months, and weeks into non-traditional periods based on your company's financial planning requirements.

Forecast Analysis

Measure the accuracy of forecasts by analyzing the deviation between forecast and actual.

Forecast Override

Override forecasts from direct reports by changing the amount, expected close date, or forecast category without the knowledge of the direct reports, to ensure confidence in forecast numbers as they are rolled up.