Builds monthly revenue profiles and Monte Carlo forecasts for opportunities in Salesforce Platform.

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
SalesWIP — screenshot from the Salesforce AppExchange listing

What it does

Users start with an opportunity’s total value and break it down by product and expected monthly revenue. Revenue profiles are created by selecting a general product profile and a more detailed curve representing expected revenue timing. A Monte Carlo forecasting engine generates possible revenue ranges and confidence levels for meeting or exceeding specified amounts in future periods. The add-in exports opportunity revenue amounts and Monte Carlo forecasts to one spreadsheet.

Key capabilities

from the Salesforce AppExchange listing

Monthly revenue profiles

Users create monthly revenue estimates for opportunity products by selecting graphic curves.

Product-level breakdowns

Users divide an opportunity’s total value among products and expected monthly revenue.

Monte Carlo forecasts

The forecasting engine generates scenarios showing possible revenue ranges and confidence regarding specified thresholds.

Spreadsheet export

The add-in exports opportunities, expected monthly revenue amounts, and Monte Carlo forecasts to one spreadsheet.

Who it's for

Sales professionals and organizations that develop customer opportunities.

In the catalog

1,106 plugins in Salesforce Platform · Sales

Price distribution: 265 free, 166 freemium, 675 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid

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What the vendor says

«The SalesWIP leverages the knowledge of individual sales professionals who intuitively understand better than anyone how their own customers operate, and how the opportunities they are developing with those customers will evolve. Ultimately, those reps know best about how the revenue from those opportunities will come …»

Official marketplace listing

Publisher
SalesWork In Progress LLC
Updated on marketplace
Facts verified