How to Add External Data to Salesforce Forecasts

Consulting Partner

Salesforce Forecasts is a powerful tool for tracking and managing sales forecasts. However, sometimes the data that is stored in Salesforce is not enough to make accurate forecasts. In these cases, you can add external data to Salesforce Forecasts to get a more complete picture of your sales pipeline.

Examples of external data that you can add to Salesforce Forecasts

Stretch quota: This is the amount of sales that you need to make in order to exceed your quota.

Internal booking target: This is the amount of sales that you need to make in order to meet your company’s internal goals.

Adding external data to Salesforce Forecasts can help you make more accurate forecasts. By having all of the information that you need in one place, you can make better decisions about your sales strategy and resource allocation.

Scroll to Top