How to Forecast Revenue on the Salesforce Platform

Put Revenue Information in One Secure, Central Place

Forecasting business revenue shouldn’t be time-consuming and tedious. Here at Certinia, we know that managing revenue can be painful, even on a good day. Regulatory requirements are often changing, business revenue forecasting models evolving, and visibility can shrink. But, with Certinia Revenue Management, we give you a complete picture of your business’s revenue. We’ll help you forecast revenue the right way. Our system automates recognition calculations, eliminates old, time-consuming spreadsheets, and helps you adhere to revenue standards.

Does your company need help forecasting revenue?

How to Forecast Revenue with Certinia Revenue Management:

  • View revenue by account, customer, project, group, or region
  • Use the Salesforce social tool, Chatter, to discuss revenue transactions and line items across the organization
  • See what is in the sales pipeline, what is invoiced, what is recognized and what is paid
  • Empower managers to see and estimate revenue at each level from project to region

With our Revenue Management solution, you can connect directly to projects to calculate and record revenue as projects are completed. Certinia simplifies and organizes revenue recognition information by managing it all on Salesforce. Learn how to best forecast your revenue today with Certinia.

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Streamline, simplify, and automate your financial operations on the Salesforce platform. Certinia Financial Management gives you a flexible general ledger, automated billing processes, and brilliant intelligence all in one place.