Companies  have made significant investments in planning and BI solutions which exist in silos across Sales, Finance and Operations. ForecastEra’s integrated planning approach looks to connect the world of sales, finance and operations to maximize ROI  of your investments. Our modern planning framework is designed to meet your organizational goals.

Forecastera uses a new approach of sales driven planning whereby your CRM is transformed to capture all the inputs needed for accurate financial and operational planning. Since ForecastEra is a native Salesforce® application, it comes with functionality chatter with social collaboration, security and role access from Salesforce®. Sales and Marketing have a one stop shop to input their plans, Finance gets accurate inputs for forecasting and Operations gets the right insights to manage capacity and plan their costs. With integrated plan we can guarantee removing redundancy and increasing your organizations productivity.

Forecastera allows you to capture various sales and operational inputs which form the basis for your Business Intelligence. Sales drivers are correlated with your operational plans, giving you best analytical insights to power your business. Forecastera allows Companies to spend more time in analyzing the forecast and taking corrective action.

See how Forecastera can change your organization. Request for a free demo

ForecastEra Features

Real Time Forecasting– Financial and Non-Financial

Native Salesforce ® app enables real time translation of pipeline into revenue
Automates calculation of financial backlog providing an indicator of firm business
Helps in identifying new business needs and sales capacity required to meet plan

Improves Organizational Productivity, forecast accuracy and ROI

Reduce administrative time for Sales Team by leveraging CRM for Financial planning
Save cost by eliminated need for external financial planning tools like Cognos, Hyperion Planning and SAP BPC

Bridges gap between Sales, Finance, HR and Operations

Identify Revenue gaps and implement mitigation strategies to meet quarterly targets
Improved demand and operational planning leads to cutting down lead time for fulfilling demand

Process Workflow and Automation

Correlate Operational drivers like Resource Forecasting, Customer Satisfaction, Utilization to outcomes
Driver based approach to planning with customizable forecast versions

Compliance solution based on new GAAP Rules ( ASC 606)

Starting 2017 all public and non public entities will need to adopt new accounting rules which require disclosure of unfunded customer obligations ( Financial Backlog)

Leverage Analytics for Financial and Operational Dashboards

Native app with financial and non financial KPIs makes it easier to integrate with SF Wave