Customizable Forecasting

Forecast Revenue Accurately and in Real Time

Gain clear visibility into your sales pipeline with the global, customisable forecasting capabilities in Salesforce. Increase your sales pipeline, close more deals, build higher profits for the company, and align expenses with revenue growth—all using Salesforce’s accurate, timely forecasting capabilities. Reps also use forecasting to improve business planning by giving companies critical visibility into the sales funnel for future product and service demand trends.

Sales Quotas

Define sales quotas for each sales rep and territory. Set sales pipeline targets across channels and partners.

Real-Time Sales Forecasts

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

Forecast Customisation 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 multiple 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 analysing the deviation between forecast and actual so you can conduct accurate sales planning.

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.

 
 

Learn More

Enhance your SFA analytics and forecasting capabilities with more Salesforce SFA features:

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