What if the deals close? Or they don't? Or the market turns? Or we nail it?
Every forecast call starts with a "what if." Scenarios lets you answer it — with live Salesforce data, side-by-side comparisons, and one click to apply the one you believe.
Every "what if" has an owner.
What if the deals close — or don't?
The rep working a basket to hit their number. Drag specific deals across categories to test what gets them to target.
What if the team shifts?
The manager modeling the path to the finish line. Adjust subordinate contributions to see what has to happen — whose deals, what timing — before the commit conversation.
What if the year changes?
The leader planning fiscal or macro scenarios. Apply boost and discount factors across full years to test capacity, quota, and market assumptions.
Build a scenario four ways. Compare side by side. Apply the one you believe.
Work at the opportunity level.
Drag specific deals between forecast categories to test what happens if they close, slip, or get lost. See the impact on your number in real time.
Work at the team level.
Adjust individual contributions across your hierarchy to model what each person needs to deliver. See the rollup change as you make adjustments.
| April FY 2026 | May FY 2026 | |||||
|---|---|---|---|---|---|---|
| Closed | Commit | Best Case | Closed | Commit | Best Case | |
| ▾ Guy Smiley VP Sales | $153K +$15K | $657K | $953K +$95K | $0 | $263K ↑ +$14K | $344K +$34K |
| ▾ Jamie Lee Direct Sales | $99K +$99K | $604K | $864K +$85K | $0 | $250K ↑ +$13K | $330K +$33K |
| › Alex Johnson South | $35K +$1K | $35K +$1K | $35K +$1K | $0 | $0 | $0 |
| › Avery Moore East | $0 | $0 | $0 | $0 | $0 | $0 |
| › Rowan Adams North | $18K +$0.6K | $18K +$0.6K | $54K +$1.6K | $0 | $14K +$0.4K | $14K +$0.4K |
Work at the macro level.
Test "90% of plan" or "+15% upside" without touching individual deals. Sensitivity analysis for the board narrative.
| Period | Closed | Commit Only | Commit Fcst | Boost | Adj. | Scenario |
|---|---|---|---|---|---|---|
| FY 2026 | $2,178K | $1,010K | $3,188K | — | $8,841K | $12,029K |
| ▸ FQ1 | $2,025K | $0 | $2,025K | — | -$0 | $2,025K |
| ▾ FQ2 | $153K | $722K | $874K | — | $0 | $874K |
| April(current) | $153K | $505K | $657K | | $0 | $657K |
| May | $0 | $139K | $139K | | $0 | $139K |
| ▸ FQ3 | $0 | $273K | $273K | — | $8,841K | $9,113K |
| July | $0 | $194K | $194K | | $472K | $667K |
Base. Upside. Downside.
The three numbers leadership always asks for, ready before they ask.
When you've built the scenarios that matter, apply the one you believe. It becomes the official forecast in Salesforce — with a full audit trail.
Every time someone asks "what if" — you have an answer.
Model deal changes, rep shifts, or customer signals before the call. Walk in with a scenario, not a surprise.
Model three paths to the finish line and pick the one to rally the team around.
Base, Upside, Downside ready before every meeting. The narrative writes itself because the data does.
Test rep ramps, territory changes, and coverage assumptions against live pipeline.
Multi-year modeling with live data. Test quota capacity and macro scenarios before committing.
Answer every "what if" with live data.
Build your first scenario in minutes. Compare them side by side. Commit to the one you believe.
Part of RevWorks Basic and RevWorks AI.
