Weflow

Install the Weflow managed package, map your forecast category, revenue and close date fields, define time ranges, and configure roll-up cadences in 30 minutes.

How to Configure Sales Forecasting and Analytics in Weflow

Manage quotas in Weflow independently of Salesforce: per record type, by month, quarter or year, with bulk updates and automatic detection of your fiscal year.

How to Manage Quota Options in Weflow Admin Console

Every movement in the Waterfall chart explained with formulas and examples: start and end pipeline, new opportunities, amount changes, moves, won and lost.

Sales Pipeline Waterfall Chart Overview

What each column in the Roll-Up view means and how it is calculated, how reps submit Best Case, Baseline and Commit, and how numbers roll up across your team.

Weflow Forecasting Roll-Up View Explained

Weflow shows each opportunity in its own currency and converts totals to your corporate currency using the conversion rates set in Salesforce.

Multi-Currency Handling in Weflow Forecasting

Set up forecasting, quotas, roll-ups and currencies.

Configuring Forecasting & Analytics

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