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RevenueCloud: Opportunity Splits, Sales Commission, Revenue Schedules
Split Revenue Forecasting, Sales Commissions, Overlays, Custom Fields
Overview
RevenueCloud empowers you to enhance your Sales Cloud data for your Splits, Commissions, Revenue Recognition, Pipeline and Forecasting needs, without changes to your standard data or the or custom development. Integrates seamlessly with CPQ and CloudComp!
See How RevenueCloud: Opportunity Splits, Sales Commission, Revenue Schedules Works
Like a Swiss Army Knife for the Sales Cloud, RevenueCloud contains a set of flexible and powerful Splitting, Scheduling and Data Transformation tools built to eliminate barriers to productivity, increase visibility and help your team to succeed.
Create Opportunity and Product Splits with any of your Standard or Custom Fields. Automate your Splits with Templates by Accounts, Territories, Channels and more. Generate Revenue Schedules automatically between Start and End Dates on Products.
RevenueCloud Splits data extends through Products and Schedules with complete granularity. Native Salesforce Reporting of Split Revenue and Weighted Pipeline, Export to Excel or API, Multi-Currency, Advanced Currency Management, Dated Exchange Rates.
RevenueCloud extends Salesforce by adding key Revenue Splitting, Scheduling and Forecasting functionality even in Professional Edition. The extensive RevenueCloud Scheduling features automatically add Revenue Recognition visibility to your SaaS Subscription sales data and support your ASC 606 Compliance needs. You'll have real-time Split Revenue, Quantity, Overlay, Expected Revenue, Quantity by Rep, Division, Account, Opportunity, Product and more for daily, weekly, monthly, quarterly, yearly or custom time frames stored securely in your Salesforce org with all data easily exportable to Excel. Need split product and schedule data via Salesforce API for back-office integration or incentive compensation? The RevenueCloud Customizable Line Item Schedule Object makes it easy! Need to split Opportunity Products separately? RevenueCloud supports separate product splits! The 30 day FREE evaluation is fully functional, no obligation to purchase and support for Salesforce administrators included RevenueCloud will save you time, improve efficiency and visibility, enabling you to get rid of your time-consuming spreadsheets and get the data into Salesforce where you need it!
Categories
- Business Needs
- FinanceForecastingCompensation Management
- Industries
- Horizontal ProductCommunicationsFinancial Services
- Personas
- ArchitectExecutiveSales Representative / Manager
- 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.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- Native AppNo LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile