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FunnelSource: Pipeline Management and Forecasting

$29 USD per user per month Pricing ranges from $29 to $49 per user per month depending on total license count. No annual contract. Please contact for additional details.



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Top-rated app built to increase sales effectiveness

It's all about closing deals. Since 2008, we've helped companies from startups to Fortune 500 enterprises maximize sales effectiveness. Today, FunnelSource is the highest-rated pipeline management and forecasting app on the Salesforce AppExchange.

  • Salespeople are paid to win, not sift through data. So give them a no-nonsense, quota-centric view designed for how they think. Boost efficiency, data integrity, and accountability where it matters most.
  • Give executives and managers a real-time view of the funnel to manage proactively and hold reps to task. Improve pipeline health and forecast accuracy by exposing issues today, before it's too late.
  • Give operations immediate insights into the many challenges facing Sales. Say goodbye to multiple dashboards, endless reports, and static Excel. Seamless Salesforce integration delivers the power of an enterprise application at a fraction of the cost.
FunnelSource gives real-time visibility to everyone in the sales organization. ####Features & Benefits include:####Single-screen Interface:##One screen to replace countless dashboards and reports. Get everyone's eyes on the same page to improve communication and accountability.####Quota Management:##An intuitive quota engine lets you quickly input multiple targets for a more granular view of the business. Your opportunities live in Salesforce -- shouldn't your quotas?####Flexible Forecasting:##Clear forecasting that supports both data-driven and user submitted approaches. Drill into managers and reps to assess the accuracy of their numbers.####Pipeline Change:##See pipeline changes over any time period. Identify trends and uncover risks so you can take action now to avoid end-of-quarter surprises.####Custom Metrics:##Customer-specific metrics support unique reporting requirements and sales processes. Give visual guidance to shorten sales cycles and increases win rates.####Seamless Salesforce Integration:##FunnelSource is a 100% native Salesforce app that fits right into your existing workflow. We don't batch or data-warehouse. Go live in hours, not days or weeks.


  • Compatible with Professional, Enterprise, Unlimited, and Performance EditionsProfessional & Up
  • Built 100% on the Lightning Platform, providing reliability and performanceNative App
  • 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: 4
  • 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


Other System Requirements
Supported Browsers:##Chrome, IE 8+, Safari, Opera, Salesforce1 Mobile

Support Support is provided from California. Email or speak with support when needed.


Additional Information

Package Name
V1.11 / 1.38
First Release
Latest Release
FunnelSource, Inc.
San Francisco, CA, USA

FunnelSource is a leader in delivering pipeline management and forecasting software to businesses looking to improve sales performance. We've helped companies from venture-backed startups to Fortune 500 realize the full potential of their sales pipelines and teams. And as a Software as a Service (SaaS) company, we understand that delivering a great application is about more than having great software, it's about delivering great service overall. That's why when you select FunnelSource, you don't just get an app, you gain a partner.

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