AI-Enhanced Revenue Forecasting Automation

Eliminate clunky workarounds and error-prone spreadsheets. revVana’s AI-powered engine generates real-time forecasts and unlocks critical revenue insights in seconds—directly within Salesforce.

Let’s Talk Revenue
See revVana in Action

Automate your offline, manual forecasting process

Tired of spending your days downloading and uploading data from Salesforce? revVana empowers SalesOps and RevOps teams to create revenue forecasts directly in Salesforce. With intelligent automation and AI-driven logic, it’s faster, more accurate, and more secure than Excel.

Up to 20hrs

Saved per sales rep every week

90%+

Forecast accuracy

Thousands

of spreadsheets replaced

Up to 1 month

forecast lag time eliminated

Create, Manage, and Analyze Revenue Forecasts – Intelligently

CREATE REVENUE FORECASTS

Configure data however, whenever you need

Create a forecast off any object in Salesforce. Segment by rep, territory, opportunity, and more, and apply finance rules and formulas – or leverage AI-driven pattern recognition – to create accurate projections for your unique revenue streams.

Forecast over any duration and frequency
Forecast any amount or unit
Create snapshots for change analysis and AI model refinement

MANAGE REVENUE FORECASTS

Keep forecasts in sync with the source

Your sales reps are already entering and updating your data in Salesforce. revVana uses intelligent automation to take that data and instantly generate revenue forecasts, without interrupting your team’s day-to-day.

Forecasts move and update when Salesforce data changes
AI-enhanced adaptability keeps forecasts accurate as your pipeline evolves
Easily edit forecasts as needed
Track changes for full transparency across departments

VISUALIZE & ANALYZE DATA

Gain AI-powered insights to know where to take action

Get more out of your Salesforce reports. Generate easy-to-understand data visualizations that tell a story about what’s happening in the business. Behind the scenes, revVana’s predictive algorithms continuously learn from your data to help surface trends and insights.

Compare forecasts vs actuals to validate pricing and discounts
Spot project delays or budget overages
Improve visibility into resource and demand planning with AI-enhanced analysis

Implement revVana in 6 weeks or less

Let’s Talk Revenue

Before revVana, we relied on manual entry of schedules which was a frustrating and time-consuming process for team members. We now have timely, accurate, and auditable revenue forecasts that enable real-time revenue dashboards all the way to the C-suite.
Matthew Lee 
Senior Director, Sales & Marketing Operations, Certis Oncology

How revVana works in Salesforce

revVana is 100% native to Salesforce, enabling you to generate forecasts in the system that already manages your sales and relationships, with AI models running quietly in the background to enhance accuracy, speed, and adaptability.

Sales Cloud

Create configurable forecasts from any objects (Opportunities, Accounts, or any custom object) that incorporate the forecasting models currently unavailable in Salesforce, including time-series AI models for high-accuracy predictions.

Revenue Cloud

Create forecasting workflows that move from opportunity forecasts to order forecasts, or forecast consumption products using tiered or range-based pricing, enhanced by predictive analytics and machine learning models.

Revenue Intelligence

Revenue schedules provide a granular set of data for rich analysis in CRMA. AI-powered insights make it easy to compare scenarios like forecast vs actuals or booked vs latest forecasts and optimize for what’s next.

Take your revenue analysis beyond closed-won and: