Custom Salesforce Forecasting for Any Object!

Custom Salesforce Forecasting Tailored to Your Needs

Are you finding Salesforce's built-in forecasting features too complex or not quite fitting your unique business model? We understand. Sometimes, the out-of-the-box solutions just don't match the intricacies of your sales process or internal forecasting methods. That's where we come in.

Challenges with Standard Forecasting

Consider this scenario: You've closed a deal worth $12 million, but the revenue from it needs to be realized monthly over a specific period, starting from an arbitrary date to an end date. With standard Salesforce forecasting, tracking this time distribution can be challenging. Even if you utilize product schedules, manual intervention is often needed to ensure accurate distribution.

Exploring Out-of-the-Box Solutions


You might be thinking, "Can't Salesforce's product scheduling feature solve this?" Well, let's see. Here's what you can try:

1. Enable Forecasting by going to Setup ⇒ Forecasts Settings
2. Next, enable Product Schedules by going to Setup ⇒ Product Schedules
3. Add the Revenue Schedule fields to the Product Layout.
          - If you are using dynamic forms update the appropriate lightning record page.
          - If you are using a standard page layout add the fields to the appropriate layout.
4. Next we are going to have to create the Forecast Type for product schedules.
Navigate back to Setup ⇒ Forecasts Settings and click Create a Forecast Type
5. Select Line Item Schedule for the object.
6. Select your measure for the forecast. If you are forecasting both a quantity and an amount you will need to create 2 forecast types.
7. Select Schedule Date for your date type and then complete the rest of the configuration.
8. The final step is now to configure your products and the revenue schedule for each of those products. Having fun yet?

But what if your business doesn't
fit into this neat package?

What if you're dealing with variable deal lengths, forecasting based on contracts, or simply need more flexibility?

Bridging the Gap with Custom Solutions

Enter our Custom Forecasting Module. We've developed a solution that's as unique as your business. Here's what sets us apart:
  • Flexibility: Forecast off any object, not just opportunities. Whether it's contracts, custom objects, or unique business processes, we've got you covered.
  • Customization: Say goodbye to rigid structures. Our module allows for custom distribution across time periods, accommodating variable revenue distributions and non-linear forecasting needs.
  • Scalability: Need to tweak your forecast weights or integrate with other forecasting systems? Our solution is built to adapt and grow with your business.

Why Choose Us?

We understand that one size does not fit all. That's why we're dedicated to crafting tailor-made solutions that align with your business objectives and forecasting practices. With our Custom Forecasting Module, nothing is impossible.