Customizable Forecasting

Forecast Revenue Accurately and in Real Time

Global, customizable forecasting capabilities in Salesforce give organizations clear visibility into their sales funnels and pipelines. Accurate, timely forecasts of revenue and customer demand help sales increase pipeline, 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 for better business planning.

Sales Quotas

Define sales quotas for each sales rep and territory. Set sales pipeline targets for inside and channel sales.

Real-Time Sales Forecasts

Generate accurate, up-to-the-minute sales 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 pipeline data by timeline, manager, territory, individual sales rep, product line, product unit, expected close date, and more. Roll up sales information across multiple sales regions and up any number of levels. 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 assigned to 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 sales forecasts by analyzing deviations 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 direct reports, to ensure confidence in forecast numbers as they are rolled up.