Forecasting

Get an Accurate Picture of Your Channel Forecast

Customizable forecasting capabilities in Salesforce Partners give organizations clear visibility into their channel pipelines. Accurate, timely forecasts of revenue coming through the channel help managers work with partners to 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.

Real-Time Forecasts

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

Forecast Customization and Roll-Up

Use any forecasting methodology you choose and view sales data by timeline, channel manager, territory, partner, product line, product unit, expected close date, and more. Roll up sales information across unlimited levels of 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 actuals.