MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

SalesWIP

By SalesWork In Progress LLC

Simple Accurate Revenue Forecasting

No Ratings
Starting at $18   USD/user/month

Discounts available for nonprofits

Try It
Industries
Financial Services
Healthcare & Life Sciences
Manufacturing
Business Need
Sales
Forecasting
Accounting
Requires
Sales Cloud
Service Cloud
Compatible With
Sales Cloud
Service Cloud

The SalesWIP simplifies monthly sales pipeline forecasting by enabling users to generate an intuitive graphic revenue profile for each opportunity, and creating monte carlo simulations for selected opportunities or the whole pipeline.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
Contact me for demo or more info.

App Details

Version
SalesWIP/SalesWIP 1.15.0
Listed On
12/10/2021
Latest Release
02/07/2023
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If 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: 1
Custom Tabs: 1
Custom Apps: 1
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.15.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/30/2013

Additional Details

The SalesWIP leverages the knowledge of individual sales professionals who intuitively understand better than anyone how their own customers operate, and how the opportunities they are developing with those customers will evolve. Ultimately, those reps know best about how the revenue from those opportunities will come in on a monthly basis. Users work from the top down, starting with the global value of an opportunity - and breaking it down by products and expected monthly revenue for each of those products. Users build monthly revenue profiles by selecting a general revenue profile for the products, and selecting an increasingly nuanced shape for that expected revenue by clicking on a series of increasingly detailed graphic images. This approach is simple, accurate, and always available. The SalesWIP includes a monte carlo forecast engine which creates scenarios of possible revenue ranges. This approach provides a specific level of confidence to support such strong statements as: “We are 82% sure that we will meet or exceed "X" revenue dollars in future period "Y".

Need help?

SalesWork In Progress LLC

Houston, TX, USA

Support Phone+1 (713) 254 7800
Other ResourcesEmailTerms & Conditions