Finally, a Salesforce-native revenue forecasting platform.

Use real quote and delivery data to create accurate, explainable forecasts—so teams can plan with confidence instead of reacting late.

  • Forecasts revenue, cash & cost from actual quote, opportunity, order & project data in Salesforce
  • Makes forecasts transparent and explainable
  • Highlights risk early, while there’s still time to act

Why Revenue Forecasting by PSQuote?

With Revenue Forecasting by PSQuote, companies can use one application for multiple sources of revenue forecasting without leaving Salesforce.

  • Powerful insights with a single, common data structure for pipeline, backlog, revenue and cost.
  • Track actuals alongside forecast
  • Easily review and adjust forecasts with an intuitive UI
Unified Forecasting on Salesforce
Revenue Forecast Grid UI
Forecast Data Model
Revenue Forecast Engine

  • Intuitive, grid UI for easy edit of forecast values
  • Compatible with Salesforce Agentforce (AI)
  • Drag-to-edit line charts

  • Baseline & versioning to compare forecast versions
  • “What if” analysis (e.g., best-case, expected, worst-case scenarios)
  • Manage the review process and version submission

  • Customizable Time Periods (Week, Month, Quarter, Custom)
  • Support for tiered forecasts
  • Multi Currency support
  • 100% Salesforce Native