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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

(2)

Listed On

11/17/2017

Latest Release

5/22/2018

Now you can forecast recurring revenue in Salesforce

Forecast Subscription, Recurring, SaaS revenue in Salesforce. Model multiple revenue types (one-time and recurring). Forecast revenue across multiple fiscal years for Opportunities & Orders and manage flexible product schedules, MRR, ARR with algorithms.

  • Define multiple forecasts with your own revenue types and track key trends by year, quarter, month and revenue type. View Monthly and Annual Recurring Revenue (MRR, ARR). Plan and answer "what if?" through budget forecasts and compare with actuals
  • Leverage standard and customer defined algorithms as well as seasonal variation patterns to automate your forecasting for accuracy and efficiency. Automation is available for Orders and Opportunities with/without products. Manual adjustments are possible
  • 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: ##- Track key trends over time including MRR and ARR (Monthly, Annual Recurring Revenue)##- Visualise and compare forecast changes versus previous weeks and months##- Model multiple revenue types, both one-time and recurring##- Implement multiple Forecasts for different purposes##- Forecast monthly revenues across multiple fiscal years##- Forecast opportunities, orders as well as generic subscriptions##- Leverage standard and customer defined algorithms and tools including seasonal variation patterns##- Bring your sales organization’s confidence into numbers through automated sales forecasting refined by the Contracted-Commit-Reliable-Best Case classification scheme##- Perform revenue scenario planning through budget forecasts to answer "What if ?"##- Visualise and compare with actuals on a yearly, quarterly and monthly level####A native Lightning application with full functionality also available in Classic.####Get started in minutes and don't hesitate to contact us for additional information.

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
2.36 / 2.36.0
First Release
11/17/2017
Latest Release
5/22/2018
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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