Forecasting based on Opportunities gave us hope. Forecasting based on Invoices gave us clarity.

Revolutionize professional services on Salesforce: Know your sales margins, scope projects with precision, and quote perfectly.
Forecasting based on Opportunities gave us hope. Forecasting based on Invoices gave us clarity.
🚨 Is your Salesforce forecast missing the real picture?
You’re not alone.

Most forecasts stop at “Closed Won”...
But what about revenue that only gets recognized after an Invoice is generated?
Or cash that actually comes in weeks after the deal is signed?

👀 If you’re in:
🛠 Manufacturing
🧱 Project Services
💻 SaaS / Subscriptions
🚛 Equipment Sales
📦 Distribution & Wholesale

Then your real achievement happens after delivery, invoicing, and payment — not just after closing an Opportunity.

That’s where traditional Salesforce forecasting falls short.

🔥 Meet QuoteX Invoice & Collection Forecasting 🔥
Built to fix this exact problem — right inside Salesforce.

💰 Forecast based on Invoice Line Items
📆 Adjust expected payment dates with ease
✅ Auto-remove paid invoices from active forecast
📊 See Commit, Best Case, or Delayed status for each payment
📈 Roll-up visibility across reps, teams, and managers

It’s more than reporting — it’s a smarter way to run your sales & finance engine.
And yes, it’s live and working.

Видео Forecasting based on Opportunities gave us hope. Forecasting based on Invoices gave us clarity. канала CodeyLabs (Salesforce)