Automate the revenue forecasting process
Create revenue forecasts in Salesforce in seconds without touching a spreadsheet.
Revenue Forecasting Solution
Maximize topline revenue growth with the only revenue forecasting solution that gives you complete visibility of forecast gaps and market demand. No Excel spreadsheets required.
When you pull pipeline, booking, and run rate data out of Salesforce to forecast revenue in spreadsheets, you’re dealing with inaccurate data and an alarmingly incomplete picture of business performance.
Create revenue forecasts in Salesforce in seconds without touching a spreadsheet.
Connect and understand field data and information in real time.
Improve forecast accuracy and know how to navigate challenges and hit your numbers.
Spreadsheets | ||
---|---|---|
Time | Hours to create and update | Complete time-based revenue forecast visibility with a single click |
Effort | Sales is responsible for manually entering and updating bookings | Sales updates Salesforce; no additional revenue data entry |
Decision-making | Reactive | Proactive |
Alignment | Finance, Operations, and C-Suite rely on the accuracy of data entry from Sales | Single source of truth in Salesforce for Sales, Operations, Finance, and C-Suite |
Accuracy | Days and weeks of lag time due to manual updating when data changes | Real-time forecast updates across all accounts and revenue streams |
Reporting | Manual reporting varies by individual and team | C-Suite-ready reports export in seconds |
Quality | Error-prone, time-consuming, insecure, and inconsistent | Fast, automated data population in secure, enterprise-grade software |
Look ahead to see when sales commitments actually turn into revenue.
Accurately forecast supply, demand, and company growth to inform operational decisions.
Accurately forecast revenue at the account, territory, or any level in Salesforce.
Easily configure and generate forecasts off any object in Salesforce with revVana’s flexible, open-ended architecture.
Spend more time selling and less time in spreadsheets for Finance. Reduce the risk of error by entering data directly into Salesforce.
Get a clear view of customer demand. Proactively prepare resources and schedules and automatically adjust when the demand inevitably changes.
Increase your confidence in the data you’re delivering. Run your forecasting formulas on real-time data that gets more accurate with every adjustment from Sales and Operations.
Digital identity platform, Acuant, was manually forecasting revenue in spreadsheets that were difficult to understand, manage, and translate to others. See what happened when they switched to revVana.
“revVana has helped us significantly improve our forecasting process. Not only have our Sales team seen less time spent in updating manual/clunky SF plans, but the translation of billings to revenue has been a huge step forward.”
Kevin O’Connor CFO, Acuant – A GBG Company
In this comprehensive report, you’ll learn how to build a revenue forecasting machine with Salesforce, complete with helpful tips to extract
more value from your investment.