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PS Forecast - Revenue Forecasting for Professional Services and Beyond
Forecasting That Adapts to Your Business, Not the Other Way Around
Paid
- Industries
- Financial ServicesHigh TechProfessional Services
- Business Need
- AnalyticsFinanceForecasting
- Requires
- Sales Cloud
- Compatible With
- Sales CloudService CloudRevenue Cloud
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
Highlights
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
Provider Details
CLD Partners
Front Royal, Virginia USA
Whether you're implementing the entire Quote to Cash process or tackling Professional Services Automation, CLD can help. We provide professional services quoting solutions and implement Certinia (formerly FinancialForce) while optimizing your financial operations. Our consultants and our leadership have years of experience in implementing and developing cutting-edge technology that streamlines business processes and improves service to customers, employees and vendors. By taking everything we have learned over the years in traditional custom application development, and applying our extensive knowledge and experience with the Salesforce platform, we repeatedly deliver high-quality solutions tailored to our customers needs while providing all of the benefits that the cloud paradigm has to offer.
Pricing Details
Please contact us for pricing - info@psquote.com