Qvado Revenue Forecasting for Professional Services and Beyond (PSForecast)

Highlights

• Forecast Grid: - Intuitive spreadsheet like grid for grouping, reviewing, editing forecast values - Supports embedding onto source records to streamline navigation and workflow - Drag and Drop chart editing
• Business Workflow for Forecasts: - Review, Approve, Commit forecast versions - Lock Forecasts once Committed - Dynamic routing to appropriate Reviewers
• Connect Data From: Sales Cloud, RCA, PSQuote, Certinia, Cloud Coach, Kantata, Precursive, Accounting Seed, and more.
• Reports and Dashboards: - Robust Out of the Box Dashboards and Reports - At a glance, see how current forecasts are trending over time, comparing to actual revenue, comparing to a baseline / budget
• Common Forecast Data Model: - Combine Forecasts from different verticals into a common data layer - Pipeline, Quotes, Product Backlog, Service Backlog, Orders, etc.
• Forecast Engine: - Connect any object on the salesforce platform to PS Forecast (Standard, Custom, Other Managed Package Objects) - Schedule Operations such as forecast refresh, new version creation, version locking, etc. - Bulk process large datasets
• Forecast Grid: - Intuitive spreadsheet like grid for grouping, reviewing, editing forecast values
• Tiered Forecasts: - Roll up lower level forecasts to Region, Business Unit, and/or Group - Flexible multi level forecasting to provide the right level of data to the right users.
• Drive Compliance and Visbility: - ASC 606 forecasting - Percent Complete calculations