Welcome to the Winter ‘23 Release

Revenue Grid prepared special gifts for your sales & revenue teams this winter season. Spot revenue leakage early with
forecast cadences and evolution reports. Build better forecasting process, easily submit and override forecast numbers,
and perform greater forecast tracking and management.

Introducing sales forecast cadences

Build a rigorous and well-designed forecasting process with sales forecasting cadences. Provide sales and RevOps teams with insightful analytics for more predictable revenue and improve forecast accuracy

Standardize weekly, monthly, and quarterly forecast submission process across your team’s hierarchy (VPs, AЕs, Managers, reps)
Review your quota, override, and track changes across all forecast categories (Commit, Best Case, Pipeline, Booked revenue)
Submit and adjust individual and team forecasts for future periods
Create forecasts for a specific business segment (for example, new business)
Slice and dice any forecast by vertical, product, or time period.
Set up Revenue Signals to remind your team to submit forecasts on time. Update forecast figures in one click as soon as the opportunity category changes

Brand-new forecast evolution reports

See exactly where you’ll end your quarter with Salesforce-native forecast evolution reports. Easily track important changes to the forecast during any selected period.

Create reports for forecast categories (Commit, Best Case, Pipeline, Booked revenue)
Perform retrospective analysis per specific sales teams or reps
Understand what has changed since the previous week’s forecast call with a single click
Receive Revenue Signals about important changes in the forecast in real time

More configurability for your team performance reports

Create customized activity filters in your team performance reports. No need to sync all Salesforce activities, choose the ones that matter for your team.

Build team performance reports for any activity type (calls, meetings, emails)
Create customized filters for any activity available in Salesforce
Choose Salesforce activity types you want to sync automatically
Make unique filters for specific activity type (for example, LinkedIn Sales Navigator)

Advanced reporting for sequences

Gain insights on how your sales reps interacted with prospects in the last quarter, month, or week. Team reports allow sales managers to see how effective sales teams are in their nurturing efforts.

Monitor sales reps activities like emails and calls per sequences
See what activities helped sales reps to engage prospects
Review recently-contacted prospects

Better task management in Email Sidebar

Streamline your day-to-day sales activities using Revenue Signals. Prioritize tasks in one click, always reply to your emails on time, and never lose track of important email threads.

Get notified about new important Signals in the Sidebar
Prioritize your tasks with new flagged Signals
Bolster stalled conversations with a Stale Thread Reminder
Configure Signals following your organization requirements in admin settings
Use specific Signal to send digest of sync issues for multiple organizations

Welcome all-in-one sync settings layout

Easily configure and manage centralized sync settings for all Revenue Grid products in one place.

Manage both personal and admin settings in the new UI
See all relevant information about sync issues in one place
Use default and custom Salesforce sync filters

Introducing sync of Microsoft Teams events from Salesforce to Outlook

Create meetings in Salesforce with automatically generated Microsoft Teams meeting link. Then instantly sync these events between Salesforce and Outlook calendars.

Avoid duplicates in calendars and never miss an important meeting again
Create meetings in Salesforce calendar and automatically generate link to Microsoft Teams
Instantly sync events between Salesforce and Outlook calendars, and Microsoft Teams

More productivity with “Book me”

Contact auto-creation with phone number

A new Salesforce contact will be created when user books a meeting using Book Me page with a phone number

Time reminder for scheduled meeting

Set up specific time to remind yourself about the next scheduled meeting

“Book me” link in sequences

Generate “Book me” link with specific parameters (email, name, phone) for the whole sequence

Welcome to the Fall ‘22 Release

The brand-new pipeline evolution reports, enhanced Signals Buider for the effortless management of your sales process, multi-ownership for sequences and more cool features this Fall.

Learn More

Welcome to the Summer ‘22 Release

Brand-new reports, actionable Revenue Signals in Microsoft Teams bot, A/B testing for effective sequence managemen, and more cool features to grow your revenue.