Forecast Subscriptions and Recurring Revenue

Get up and running in minutes with an application built as a clean addition to Salesforce. Enable it for a sub set of your users and assign permissions based on their roles.

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.

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.

Forecast Monthly Revenue Across Fiscal Years

Drive your forecasting on a continuous basis across multiple fiscal years and define multi year algorithms to distribute revenue appropriately by month based. Leverage efficient tools to automate and refine forecasted numbers over time as business evolves.

Follow Monthly and Annual Recurring Revenue (ARR) trends as view your forecasted revenue by year, quarter, month, revenue type.

Your Revenue Types and Categories

Define your own revenue types to clearly separate different recurring and one-time revenues apart and put focus on what matters for your business. The capability to link different revenue types to different forecasts allows you to track and drive different revenue types for different parts of your business if needed.

Model different types to separate growth from contracted and licenses from services, maintenance or physical goods. Compare with actuals and budgeted numbers.

Automated Algorithm Based Sales Forecasting

Automate the sales forecasting process by leveraging the right balance between algorithms and manual refinements. Choose the automation level best suited for your business.

Configure the application to have opportunities automatically added and removed to forecast when thresholds are passed. Let the algorithms drive the revenue distribution over time based on opportunity product and product family information for a high volume business. Changes to opportunities are then automatically propagated to forecast enforcing accuracy.

For more high touch business models with sales reps defining opportunities amounts more freely the monthly revenue distributions can be defined and maintained in the forecasting application. Efficient tools lets you enter and maintain revenue across multiple revenue types and then reflect the summary into an overall opportunity amount.

Create a website or blog at WordPress.com

Up ↑