Salesforce Revenue Forecasting with Generative AI

revVana’s AI-powered forecasting features are built natively on the Salesforce platform, designed to help you uncover key revenue patterns, enhance forecast accuracy, and drive actionable insights—all within the tools your team already knows and uses.

Built in Salesforce

AI-Driven Precision

Actionable Insights

 

Uncover Revenue Patterns using Predictive and ML Modeling

Leverage advanced statistical methods to identify revenue trends directly within Salesforce.

  • revVana identifies and extracts key revenue patterns from your historical data, running natively on Salesforce.
  • For established accounts, our predictive algorithms highlight detailed trends like seasonality, growth, monthly contributions, and ramps.
  • For newer accounts or product launches use broader dimensions such as account segment, industry, or product family to derive predictive patterns.
  • Identify the best patterns to apply to individual accounts.

AI-Enhanced Forecasts for New Opportunities

Drive more accurate forecasts for your pipeline, guided by AI-enhanced insights that adapt to your sales data.

  • revVana automatically generates forecasts from Salesforce objects like Opportunities, Quotes, or custom objects.
  • Configurable logic applies relevant patterns to provide accurate, real-time forecasts, adapting as your sales pipeline evolves.

Generate Forecasts with AI and Your Historical Data

Generate precise, AI-driven forecasts that reflect your historical performance, helping you plan more effectively.

  • Utilize a blend of predictive techniques and generative AI models to create accurate forecasts for your existing / non-opportunity-based business/ business on the account.
  • Use foundational time series models, like TimesFM that can adapt to your specific data, delivering more tailored forecasts that evolve with your business.

Comprehensive Forecasting workflows

Benefit from a holistic, AI-enhanced forecasting process that gives you a full understanding of your revenue potential.

  • revVana brings all forecast scenarios—new, booked, and existing business—into one complete view in Salesforce.
  • revVana keeps the forecast up-to-date in real-time as the underlying opportunities or business parameters change.
  • revVana allows tailored workflows to match customers’ sales and finance processes without any custom coding

Learn, Adapt, and Improve with AI-Driven Insights

Utilize feedback loops to continuously refine your forecasting accuracy, ensuring predictions remain current, reliable, and actionable.

  • Compare forecasts against actual outcomes to refine models, identify trends, and improve future predictions.
  • Snapshot your forecasts at key events, enabling early warning signals and helping your sales and planning teams react quickly.

AI-Powered revenue forecasts you can count on

Let’s Talk Revenue