Forecast revenue, cost and quantity using any object including opportunities, quotes, projects, subscriptions, billing schedules and more with a unified forecasting solution.

Feature rich app that can be easily configured to use everything you want and nothing you don't

Agnostic to other solutions and can fit many different data architectures

A comprehensive, flexible forecasting solution native to Salesforce

API connection points to support unique requirements without leaving the app's data model

Built with performance as a priority with efficient batch processing only when required.

Other platform forecasting tools focus on a single thread of the business (Opportunity Pipeline, Services Backlog, or Subscriptions). Companies had to manage these different sources of revenue in different forecasting tools, or take the data offline to combine it. Furthermore, other forecasting tools on the market lack the necessary flexibility to meet specific business use cases. 

With PSForecast, companies can use one application for multiple sources of revenue forecasting without leaving Salesforce. 

Provides powerful reporting insights with a single, common data structure for pipeline, backlog, revenue and cost. 

Track actual values alongside the forecast to enhance precision and enable historical accuracy analysis.

Easily review and adjust forecasts with an intuitive and feature-rich user interface designed for an optimal user experience.

Elevate reporting and metrics with PSForecast’s Analytics add-on for seamless integration with Salesforce Analytics.

Combine powerful reporting insights for pipeline revenue, backlog, revenue and cost with the ability to track actual values alongside the forecast to enhance precision and enable historical accuracy analysis.

Decide what objects to create forecasts. Specify time periods that work for your business. Automate forecast sync and version creation. Specify calculation rulesets for different forecast types (pipeline, services, etc.)

Store baseline forecast version for comparison against other versions. Create "what if" analysis through version "outlooks" (e.g., best-case, expected, worst-case scenarios). Manage the review process and version submission.

• Store a baseline forecast version for comparison against other forecast versions
• Create "what if" analysis through version "outlooks" (e.g., best-case, expected, worst-case scenarios)
• Manage the review process and version submission
• Lock forecast versions to control edits
• Support data for forecast calculations to clearly trace source data contributions
• Build in permissions to manage read-only, standard, and power users

• 100% Salesforce Native
• Customizable Time Periods (Week, Month, Quarter, Custom)
• Detailed error and process logging
• Multi Currency support
• Schedule and automate forecast sync and version creation
• Separate calculation rulesets for different forecast types (pipeline, services, etc)
• Support for tiered forecasts (example project level > department level)

• Intuitive, grid UI for easy manipulation of forecast values.
• Visual feedback through drag-to-edit line charts.
• Supports all forecast engine functions in the UI.
• Predefined row and cell actions for increased efficiency.
• Group and filter capabilities to identify crucial forecasts
• Embedded trend analysis to track changes in forecast values over time and across versions.
• Embedded directly on record detail pages, eliminating additional navigation
• Comment and flagging functionality to highlight items
• Compatible with Salesforce Agentforce 

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PSForecast is a comprehensive, flexible forecasting solution native to Salesforce.