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PS Forecast - Revenue Forecasting for Professional Services and Beyond

By CLD Partners

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

No Ratings

Paid

Pricing Details

Industries: Financial Services
High Tech
Professional Services

Business Need: Analytics
Finance
Forecasting

Requires: Sales Cloud

Compatible With: Sales Cloud
Service Cloud
Revenue Cloud

More Details

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

PSF Overview

Overview

Reviews

More Details

Compatibility

Requires This solution requires these products in order to work. Before you implement the solution, check that you have these products.: Sales 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
Revenue Cloud

Salesforce Editions: Enterprise
Unlimited
Developer

App Details

Version: Forecast Pro/PSForecast v 1.12 1.12.0
Listed On: 09/30/2025
Latest Release: 12/02/2025

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. 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

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: 17
Custom Tabs: 9
Custom Apps: 1

Lightning Components: Global: 17
App Builder: 0
Community Builder: 0

Languages: English

Security

Learn more about the Security Requirements for AppExchange Partners and Solutions.

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

1.10.0

Last Reviewed Date

08/07/2025

Additional Details

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

Need help?

CLD Partners

Front Royal, Virginia USA

Support Phone571.497.5143

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