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Subscription Forecasting and Planning

$20 USD per user per month

Discounts available for nonprofits

More plans available
$220 USD per user per year

Rating

(3)

Listed On

11/17/2017

Latest Release

7/12/2018

Now you can forecast recurring revenue in Salesforce !

Forecast monthly Subscription, Recurring, SaaS revenue for Opportunities and Orders. Model your own revenue types both one-time and recurring. Forecast and manage flexible revenue and product schedules across fiscal years. Visualise MRR and ARR.

  • Define your own revenue types and track key trends by year, quarter, month both for Opportunities and Orders. Manage Monthly and Annual Recurring Revenue (MRR, ARR). Plan and answer "what if?" through budget forecasts and compare forecast with actuals.
  • Leverage algorithms and seasonal variation patterns for accuracy and efficiency with proration and contract based end dates. Manage revenue schedules and drive forecasting from order/opportunity products and also for opportunities without products.
  • Bring your sales organization’s confidence into numbers with the Contracted-Commit-Reliable-Best Case classification scheme. Clearly visualise forecast changes compared to previous weeks and months both overall and by opportunity owner
Our application allows you to: ##- Manage any revenue on a monthly basis across multiple fiscal years##- Visualise key trends including MRR and ARR##- Compare forecast changes vs previous weeks and months##- Model revenue types and forecast objects both one-time and recurring##- Manage revenue schedules for orders and opportunities with and without products##- Drive forecasting from products and product families##- Forecast opportunities, orders and generic subscriptions with consistency##- Implement multiple forecasts for different purposes##- Leverage standard and customer defined algorithms and tools including seasonal variation and proration based on close date, start date and contract end dates ##- Bring your sales organization’s confidence into numbers through the Contracted-Commit-Reliable-Best Case classification scheme##- Perform revenue scenario planning through budget forecasts to answer "What if ?"##- Compare with actuals on a yearly, quarterly and monthly level####A native Lightning application with full functionality also in Classic.####Get started in minutes. Contact us for additional information, we will be happy to show you around in an online meeting.

Highlights

  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Professional, Enterprise, Unlimited, Developer, and Performance EditionsProfessional & Up
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 13
  • Custom Applications: 1
  • Custom Tabs: 6

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0

Requirements

Other System Requirements
No additional system requirements

Support

Additional Information

Package Name
SubscriptionForecasting
Version
2.46 / 2.46.5
First Release
11/17/2017
Latest Release
7/12/2018
Subiterum AB
Sollentuna, 19273 Sweden
Founded
2017

A Swedish software company founded in 2017. Our mission is to enabling customers to drive their subscription business in Salesforce. The world is going as a Service and that is how we deliver as well. As simple as that. We are a proud ISV partner to Salesforce.

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