A rapidly scaling SaaS company was facing a paradox.
Revenue was increasing.
Pipeline volume was high.
Sales hiring was accelerating.
Yet forecast accuracy was inconsistent.
Commit numbers were unreliable.
Executive reporting required manual reconciliation.
The issue was not demand generation.
It was revenue risk hidden inside an unstructured Salesforce forecasting environment.
Sales operated inside Salesforce.
Finance relied on exported reports and spreadsheets.
AI scoring existed but lacked governance integration.
Because the system was not structurally aligned:
Revenue was being tracked operationally — but not governed financially.
To restore control, the organization initiated a structured Salesforce forecasting transformation led by Proso AI.
Forecast Accuracy & Revenue Governance
The organization required:
Revenue Governance Architecture
We repositioned Salesforce forecasting not as a reporting feature — but as a revenue control framework.
This included:
The result:
Forecasting moved from subjective estimation to structured qualification.
Automated Risk Identification & Commit Control
They needed:
Automated Risk Identification & Commit Control
They needed:
Executive Revenue Visibility
Leadership required:
Executive Revenue Intelligence Layer
A centralized forecasting intelligence framework was introduced to provide leadership with:
For the first time, revenue was visible as a predictable financial signal — not just pipeline volume.
Most importantly, the organization shifted from reactive forecasting adjustments to proactive revenue governance.
For high-growth SaaS and FinTech companies, revenue complexity increases faster than system maturity.
When Salesforce operates without structured implementation:
Salesforce forecasting is not merely a reporting tool.
It is revenue infrastructure.
With structured implementation and governance discipline, Salesforce becomes:
A revenue intelligence system.
A financial alignment platform.
A foundation for predictable growth.
Salesforce provided the platform.
Proso AI engineered the revenue architecture.
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Proso AI Inc
505 Montgomery Street, 10th & 11th floors
San Francisco, California
United States -94111
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Proso AI India Pvt Ltd
2nd Floor, Stellar Okas-1425
Sector 142, Noida, Uttar Pradesh
India -201305
Proso AI Pty Ltd
232 Unley Road
UNLEY, SA 5061
PROSO AI TECHNOLOGIES LIMITED
167-169 Great Portland Street
London, UK
W1W 5PF
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