Forecasting in Weflow vs. Forecasting in Salesforce
- Forecasting Weflow works completely independently from forecasting in Salesforce
- If you are already using forecasting in Salesforce, you will need to set up forecasting in Weflow again
- However, there are several good reasons to do that:
- Weflow lets you forecast on any custom and standard field
- Weflow stores your field changes automatically without having to enable field history tracking
- Weflow even stores formula fields such as 'Gross Margin'
- Weflow creates a variety of reports (Waterfall, Pacing, Deal Flow (coming soon)) automatically for you
- Weflow gives you a powerful way to do deal inspection with combined in-line editing for all field types
- Weflow forecasting works with multiple currencies
As you can see, there are many good reasons not to use Salesforce forecasting and instead rely on a more flexible solution like Weflow that fits the needs of your business.
