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Qvado Revenue Forecasting for Professional Services and Beyond (PSForecast)

Forecasting That Adapts to Your Business, Not the Other Way Around

Overview

Forecast Revenue, Cash Flow, Cost and Quantity from any object on the Salesforce Platform. - Trend analysis with Forecast Versions - Actuals vs Forecast - Intuitive Forecast Grid to review and edit values - Modular, Scalable, Flexible, Extendible

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See How Qvado Revenue Forecasting for Professional Services and Beyond (PSForecast) Works

  • Forecast Grid: - Intuitive spreadsheet like grid for grouping, reviewing, editing forecast values - Supports embedding onto source records to streamline navigation and workflow - Drag and Drop chart editing

  • Business Workflow for Forecasts: - Review, Approve, Commit forecast versions - Lock Forecasts once Committed - Dynamic routing to appropriate Reviewers

  • Connect Data From: Sales Cloud, RCA, PSQuote, Certinia, Cloud Coach, Kantata, Precursive, Accounting Seed, and more.

  • Reports and Dashboards: - Robust Out of the Box Dashboards and Reports - At a glance, see how current forecasts are trending over time, comparing to actual revenue, comparing to a baseline / budget

  • Common Forecast Data Model: - Combine Forecasts from different verticals into a common data layer - Pipeline, Quotes, Product Backlog, Service Backlog, Orders, etc.

  • Forecast Engine: - Connect any object on the salesforce platform to PS Forecast (Standard, Custom, Other Managed Package Objects) - Schedule Operations such as forecast refresh, new version creation, version locking, etc. - Bulk process large datasets

  • Forecast Grid: - Intuitive spreadsheet like grid for grouping, reviewing, editing forecast values

  • Tiered Forecasts: - Roll up lower level forecasts to Region, Business Unit, and/or Group - Flexible multi level forecasting to provide the right level of data to the right users.

  • Drive Compliance and Visbility: - ASC 606 forecasting - Percent Complete calculations

Streamline and Consolidate your organization's forecasting process on the Salesforce Platform. PSForecast is a comprehensive forecasting module that is native to the Salesforce platform. It enables users to calculate forecasts for Revenue, Cost, and Quantity from any Salesforce object. The application incorporates a powerful backend engine for automated forecast processing and updates, complemented by an intuitive and feature-rich user interface designed for review and adjustment. PSF solves the challenge of combining and reporting on forecast revenue from backlog, pipeline, subscriptions, and more. https://cldpartners.com/psforecast

Categories

Business Needs
Analytics
Finance
Forecasting
Industries
Financial Services
High Tech
Professional Services
Personas
Business Operations Manager
Business User
Data Analyst
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.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Managed Package
Lightning App Builder
Salesforce Mobile

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