One platform. Everything to make revenue work.
From daily deal updates to quarterly board presentations. Two tiers — RevWorks Basic for the complete operational toolkit, RevWorks AI for the full platform with intelligence.
Every capability, organized around the jobs you need to get done.
Real-time deal visibility, change tracking, and AI-grounded deal coaching—at any scale.
Configurable views, structured submissions, what-if scenarios—built for the whole team, not just leadership.
Workbench
Configurable forecast views, formulas, trend, drill-down.
Basic + AIForecasting
Submission cadence, workflow automation, AI digests.
Basic + AIScenarios
Deal basket analysis, macro planning, best and worst case modeling.
Basic + AIQuota Manager
Import, update, and maintain quotas.
Basic + AICustom Data Manager
Stretch goals, prior year actuals, and custom forecast data.
Basic + AI| Quota | Closed | Gap | Commit | |
|---|---|---|---|---|
| ▾ Guy Smiley VP Sales | $5.0M | $2.58M | $2.42M | $9.96M |
| › Amelia Nash International | $0.1M | $0.0 | $0.1M | $0.0 |
| ▾ Jamie Lee Direct Sales | $5.0M | $2.58M | $2.42M | $6.22M |
| › Alex Johnson South | $2.0M | $0.0 | $2.0M | $0.31M |
| › Avery Moore East | $0.5M | $2.37M | -$1.87M | $2.37M |
| › Rowan Adams North | $2.0M | $0.0 | $2.0M | $3.14M |
| › Charlie King East Reps | $0.5M | $0.0 | $0.5M | $0.0 |
| › Quinn Walker East Reps | $1.0M | $0.0 | $1.0M | $0.0 |
| › Taylor Smith West | $1.0M | $0.21M | $0.79M | $0.21M |
AI Sales Analyst, daily briefings, autonomous agents—with full Salesforce context and citations on every answer.
Here's what's interesting — and concerning. We have strong total pipeline coverage at 4.33x, which suggests we're not lacking for opportunities. The challenge is conversion quality. Our Commit-only pipeline sits at $4.38M, representing deals the team believes will close. But that's only 30% coverage on quota — we typically want to see 80-100% in high-confidence commits at this stage of the quarter.
The massive Best Case pipeline ($58.4M) shows opportunity, but also risk. These are deals that could happen, but lack the qualification or momentum to be in Commit. The conversion challenge is clear: we need to accelerate deal progression and increase confidence levels dramatically.
AI that knows you and your data. There to help at every step.
From human-driven workflows to on-demand intelligence to fully autonomous agents — AI isn't bolted on, it's built into the platform. One foundation. Full Salesforce context.
Native isn't a feature. It's what makes the experience seamless and gives AI the full context.
External platforms only see the limited data they can extract. RevWorks runs on live Salesforce data—it knows your reps, your pipeline, your forecast, your org's full sales context. That means deeper analysis, more accurate forecasts, and recommendations grounded in what's actually happening in your business.
Always current, never stale
Every answer, forecast, and recommendation reflects what's happening right now—not last night's batch.
One platform, one login
Everything runs inside Salesforce — same UI, same navigation, same session. No separate app to provision, no second system for your team to adopt.
AI-ready from day one
Works inside Salesforce's AI ecosystem. Accessible from Agentforce, Claude, Slack, or any MCP client.
No data headaches
No sync jobs. No ETL pipelines. No duplicate databases to reconcile. Your data lives where it's always lived.
Salesforce Trust, built in
Your sharing rules, profiles, and field-level security apply automatically. No separate permission model to maintain.
Up and running fast
AppExchange install, same-day onboarding. Clean uninstall if you ever need it—your data stays in Salesforce.
Not ready for the full platform? Start with what you need.
Pipeline Reviews and Quota Manager are real standalone products—not stripped-down demos. Same Salesforce-native foundation. When you're ready for more, RevWorks is there when you need it.
Pipeline Reviews
Real-time pipeline visibility for your team. List Views, Flow Views, and change tracking at any scale—inside Salesforce.
Quota Manager
Quota assignment, mass edits, and real-time attainment—without DataLoader, without Salesforce IDs, without the monthly reconciliation ritual.
Org-wide pricing. Every rep, every manager, every executive.
No per-user anxiety. Everyone involved in revenue gets the clarity and confidence they need.
See RevWorks in action.
From daily deal updates to quarterly board presentations—one platform, one source of truth.
