Quota is one number. Your forecast needs more.
Custom Data Manager is the native editor for Salesforce Custom Forecasting Data—stretch goals, prior year actuals, new logo targets, and any other numeric field on the forecasting hierarchy. Edited, imported, and rolled up inside Salesforce.
A second, third, or fourth column of data—next to quota.
Stretch goals, prior year, anything
Any custom numeric or currency field tied to the forecasting hierarchy—stretch goals, previous year actuals, new logo targets, budget, pacing benchmarks.
Same muscle as Quota Manager
Inline editing, multi-select bulk updates, guided import/export, fiscal year copy. If you know Quota Manager, you know this.
Shows up everywhere it should
Custom fields surface in Workbench views, Forecasting context, and Oonu's answers—not just in the editor.
Configure the field. Edit like Quota. See it everywhere.
Add any Salesforce Custom Forecasting Data field.
Define the custom field—stretch goal, prior year actuals, budget, whatever the business needs. Assign it to one or more forecasting types. Only types with custom fields show up as tabs, so the editor stays clean.
Same muscle memory as Quota Manager.
Inline cell editing, multi-select bulk updates, guided import from Excel, fiscal year copy, auto-rollup to quarterly and annual totals. No DataLoader, no Salesforce IDs. Anyone who can run Quota Manager can run this.
Custom fields aren't trapped in the editor.
Use them as columns in a Workbench view. Reference them in a Scenario. Ask Oonu "who's above stretch this quarter?" and get an answer grounded in your data.
A few common fields. The rest is up to you.
Salesforce Custom Forecasting Data lets you put any numeric field on the forecasting hierarchy. Custom Data Manager is the editor that makes it practical to actually use. If you've been keeping the number in a spreadsheet because the CRM couldn't hold it, this is the place it lives now—these examples are just the ones we see most often.
A reach target above quota. Managers see it next to quota and attainment in every view.
Last year's booked revenue by period, available as context while setting new targets.
A separate target for new business, tied to the New Business forecasting type.
Finance's plan number per period, available in Workbench next to forecast and commit.
What are you tracking that Salesforce doesn't?
Ramp plans for new hires. Capacity-based targets. Partner-sourced goals. Finance's sandbagged plan next to your real commit. A pacing benchmark from three years ago because that's the year the board keeps asking about. Whatever it is—if it's a number, and it ties to a rep, team, or territory across periods, it belongs here.
Included — not an add-on.
Custom Data Manager comes with Quota Manager, RevWorks Basic, and RevWorks AI.
Forecast with the numbers that matter.
Quota is the floor. Stretch goals, prior year, and everything else—right next to it.
