Agile Forecasting for Salesforce
Manage forecasts within Salesforce using spreadsheet tools
- In Excel
- In Salesforce
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Forecasting in Salesforce
Manage forecasts from spreadsheets with live Salesforce data
Improve the user experience
- Manage Salesforce forecast data with a spreadsheet interface
- Handle multiple products, customers, and numerous dimensions in a single view
- Customize views and collaborate easily across teams
Streamline quantity and revenue forecasting
- Forecast accurately with familiar Excel features and formulas
- Quickly edit hundreds of records using click/drag, copy/paste, auto fill, and Mass Modifier
- Manage thousands of records at once without slowdowns or timeouts
- Live calculations for modeling and visualization of forecast results
Work in a single, editable view
- Manage multi-year forecasts across multiple lines in one place
- Manage customer, sales, and product data side-by-side without switching tabs/systems
- Edit records from anywhere and save changes instantly to Salesforce
Forecasting in Manufacturing Cloud
Manage forecasts in Salesforce using a spreadsheet experience
Forecasting, without limitations
From a single view, manage products, opportunities, and customers without multiple tabs and windows.
Work with dynamic measures
Work in multi-measure matrix views while honoring Salesforce modeling calculations.
Updates thousands of records with precision
Edit records in bulk, apply one-click distribution, and make criteria-based updates throughout your forecast.
Keep business data secure
CRM data never leaves Salesforce. Maintain Salesforce viewing/editing permissions and sharing rules configurations.
Forecasting in Salesforce
Manage forecasts from spreadsheets with live Salesforce data
Work with any accounting calendar
- Supports custom fiscal calendars: weekly, monthly, quarterly or yearly
- Ability to switch between calendars and instantly roll up or average forecast data
Instant telescoping
- Toggle and work between different forecasting periods with a click
- Work across varying forecast timelines using flexible time periods and horizons
- Review historical data next to actuals by updating forecast start date
Streamline standard forecasts
- Easy and familiar interface allows for higher adoption of forecasting tools
- Results in more accurate forecast for all downstream processes
- Supports business process and approval requirements to enable efficient and standardized forecast process
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Bring powerful spreadsheet capabilities to your Salesforce experience.
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Solve your forecasting challenges
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