Forecast Rollup

Forecast Rollup

Roll up opportunity amounts by rep and period, then adjust the forecast right in the grid.

Roll up your Salesforce forecast

This demo shows a forecast rollup in Wave: opportunity amounts summarized by rep and period, with the underlying deals editable in the same view. Sales leaders can review and adjust the Salesforce forecast without building a report or exporting to Excel.

More product demos

Account Management

Review your book of accounts and update owners, fields, and next steps in one view.

Forecast Rollup

Roll up opportunity amounts by rep and period, then adjust the forecast right in the grid.

Using Rules

Set up rules that highlight the records that need attention so the grid shows what to fix first.

Mass Territory Re-assignment

Filter accounts by territory and reassign owners in bulk in a few clicks.

Ready to try it in your own org?

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