Forecasting

Sales forecasts drift when deals slip and nobody updates them. This demo shows Salesforce forecasting for an agency by month, region and producer: a stage change moving a producer's commit, a regional manager adjusting the figure and seeing it roll up, and scheduled flags on deals past their closing date.

Overview

This video is for sales leaders, regional managers and producers who need a forecast they can trust. Deals slip, close dates are not updated, and the number drifts. The forecast shown here is standard Salesforce forecasting; one part, the scheduled flags on slipped deals, comes from a PS Advisory Agentforce agent.

What you'll see

The sales leader opens the agency's forecast by month for the quarter, with each month's quota, closed and commit amounts. She drills into one region, then into that region's producers, and clicks a producer's commit to list the deals behind it. The producer then moves a deal from proposal to negotiation, and his commit for the month rises to include it. His regional manager sees the new figure in her own forecast, enters her own adjusted figure and saves it, and the cell is marked as adjusted. Back in the leader's forecast, the region and the month both reflect the manager's figure. Finally, a deal that was due earlier in the month and is still marketing to carriers is shown carrying a past-close flag.

How it works in Salesforce

The forecast reads directly from opportunities: their amounts, close dates and stages decide which column a deal counts in, and quotas sit beside each month. Manager adjustments are a standard forecasting feature and roll up the hierarchy. Separately, the Deal Hygiene agent, built on Agentforce, checks every open deal each morning and flags deals past their closing date on the deal itself.

Where people stay in control

The producer decides when a deal changes stage. The regional manager decides whether to override a commit, and the change is visibly marked. Deal Hygiene flags deals; it does not change their stage, amount or close date.

Configured for your organization

PS Advisory configures forecasting around the agency's own regions, offices, producers and quotas, and provides Deal Hygiene as a foundational agent so slipped deals are surfaced without building the checks from scratch. Which stages count as commit, and what counts as a slipped deal, can be set to match your sales process.

Live Salesforce screens. Client data is simulated.