Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
FunnelSource: Forecasting & Sales Enablement
Powerful Forecasting, Quota Tracking and Pipeline Management
- Business Need
- SalesAnalyticsForecasting
- Requires
- Sales Cloud
FunnelSource is the 100% native Salesforce application for delivering accurate forecasts, tracking quota attainment, and managing pipeline — all from a single pane of glass.

Watch Video
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloper
App Details
- Version
- FunnelSource/v1.233 1.233.0
- Listed On
- 03/19/2009
- Latest Release
- 06/28/2023
- Supported FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- Native AppNo LimitsLightning ReadyMultiple CurrenciesManaged Package
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 20Custom Tabs: 11Custom Apps: 1
- Lightning Components
- Global: 1App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
FunnelSource gives real-time visibility to everyone in the sales organization. Features & Benefits: Single-screen Interface: One screen to replace countless dashboards and reports. Get everyone's eyes on the same page to improve communication and accountability. Quota Management: An intuitive quota engine lets you quickly input multiple targets for a more granular view of the business. Your opportunities live in Salesforce -- shouldn't your quotas? Flexible Forecasting: Accurate forecasting without the spreadsheets. Able to handle the complexity of multiple products or revenue streams. Pipeline Change: See pipeline changes over any time period. Identify trends and uncover risks so you can take action now to avoid end-of-quarter surprises. Custom Metrics: Customer-specific metrics support unique reporting requirements and sales processes. Give visual guidance to shorten sales cycles and increases win rates. Seamless Salesforce Integration: FunnelSource is a 100% native Salesforce app that fits right into your existing workflow. We don't data-warehouse. Go live in hours, not days or weeks.
Need help?
FunnelSource, Inc.
San Francisco, CA, USA
Support is provided from California. Email or speak with support when needed.