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Get the app!  ❯

Custom Product Schedules

Use the custom product schedule app to track revenue over time in salesforce.

Manage revenue over time with custom product schedules

Features

Super easy to create and adjust product schedules that track revenue over time.

 

Highlights

• Super easy to create and adjust product schedules.

• Flexibility to create different custom product schedules for each line item.

• Compare committed and pipeline scheduled revenue over time to targets and quota.

 

• Flexibility to create both straight line and s-curve schedules.

• Schedules automatically shift when Close Date changes.

• Add other fields to the schedule (e.g. margin) without code.

Flexibility to create both straight line and s-curve schedules that track revenue over time.
Flexibility to create both straight line and s-curve schedules that track revenue over time.

 

• Easy to assess whether there is sufficient pipeline to meet future targets.

• Enables proactive management of performance to achieve revenue targets.

• Customizable features for system administrators.

Description

The Custom Product Schedules app is the ideal way to track revenue over time in salesforce.

The app is significantly easier to use and far more flexible than the standard product schedule functionality.

Custom product schedules are quick and easy for salespeople to create. They can create, adjust and modify multiple schedules on the same opportunity from a single screen.

The timing of the custom product schedules automatically adjusts whenever the opportunity Close Date changes. This removes manual effort for salespeople. It also means that your revenue forecast stays in line with the opportunity sales cycle.

The custom product schedules link automatically to revenue targets. Track committed and pipeline scheduled revenue against short, medium and long-term sales targets.

The app includes flexibility to create straight-line and s-curve product schedules for different line items on the same opportunity. System administrators can easily add other fields, such as margin, to the custom product schedules.

A comprehensive dashboard gives full visibility of scheduled revenue over time. Clone reports and charts to adjust them to the specific needs of your business.

Get in touch today to access our private AppExchange listing and take a free trial of the Custom Product Schedules app.

Price: $4,500 one-off fee for unlimited users

Track Revenue Over Time With Custom Product Schedules

Interested in a free trial?

Track Revenue Over Time Using Custom Product Schedules

Interested in a free trial?

Quick Wins - Salesforce Apps

The Sales Dashboard gives visibility of the size, trend and quality of the sales pipeline.

Sales Dashboard

Visibility of the size, trend and quality of the sales pipeline.

The Target Tracker compares won and pipeline revenue with sales targets.

Target Tracker

Compare won and pipeline revenue with sales targets.

Product Selection Wizard makes it easy to add products to Opportunities quickly.

Product Selection Wizard

Add products to Opportunities quickly and easily.

Product Bundle Wizard increases average deal size.

Product Bundle Wizard

Create product bundles to increase average deal size.

Use the correct price book for each opportunity with the auto price book selector.

Price Book Auto Selector

Use the correct price book for each opportunity.

Maintain forecasting accuracy by automatically shifting schedules with the schedule shifter.

Schedule Shifter

Maintain forecasting accuracy by automatically shifting schedules.

Manage revenue over time and track against income targets

Custom Product Schedules

Manage revenue over time and track against income targets.

Automatically calculate volume pricing for opportunity products.

Volume Pricing

Automatically calculate volume pricing for opportunity products.