Enterprise DNA

Instead of Salesforce Revenue Intelligence

Stop renting Salesforce Revenue Intelligence. Own your sales forecast.

We build your forecast around how your team calls the quarter: your stages, your commit rules, your Monday meeting. We bring your Salesforce opportunities and their history across and run it for you.

Salesforce lists Revenue Intelligence at AU$308 per user per month, billed annually, on top of a Sales Cloud licence. That is AU$3,696 a year for every rep and manager who uses it.

Get your version built See it working
  • check_circleYour data in a database you own
  • check_circleOpen source, no lock-in
  • check_circleBuilt and run by Enterprise DNA

What the add-on charges for

You pay per seat to see your own opportunities differently

Revenue Intelligence reads the opportunities already in your Sales Cloud and draws dashboards over them. It is sold per user on an annual contract, on top of the Sales Cloud licence each person already holds.

users

Every viewer is a seat

AU$308 per user per month, billed annually. A sales manager who only reads the forecast pays the same as a rep.

layers

A licence on a licence

It sits on top of Sales Cloud, which starts at AU$273 per user per month on the Core edition. You pay twice for one person.

calendar

An annual contract

Salesforce says the edition requires an annual contract. A team that shrinks mid-year keeps paying for the seats.

chart

The dashboards

Revenue insight dashboards and deal insights are drawn over the opportunities you already keep in Sales Cloud.

target

Charts the vendor chose

You see the measures Salesforce decided to chart. A question it did not plan for goes to an analyst or an extra licence.

clipboard

More for the full set

The version with Tableau analytics is AU$350 per user per month. Deeper analysis costs more per head.

Your owned version

Built around the forecast call your team already runs

The call

Each rep's number beside what their deals add up to

Reps record their commit and best case. You see the call, the deals behind it and the gap to quota, rep by rep.

  • check The call and the deals behind it, side by side
  • check Calls kept as said, never overwritten
  • check The gap to quota and the cover each rep still has
  • check A run sheet for the Monday meeting, in meeting order

What moved

The week's changes, in plain words

Every Monday the open pipeline is saved. Next week you see exactly what changed and who changed it.

  • check Won, lost, pushed out, pulled in, new, up or down
  • check The net change to the quarter in dollars
  • check Every close date push kept, from the first date given
  • check Deals that moved three times flagged before the call

Trust

The deals you should not count yet

Commit deals with no next step, no activity in a fortnight, a close date already passed, or an early stage are named with the reason.

  • check Commit with the risky deals taken out, in one answer
  • check Each rep's accuracy last quarter, first call against result
  • check A check against the revenue guidance you published
  • check Closed Won deals with no signed contract date on file

Your paperwork

The forecast pack, in your name

The board pack, the deal review sheet and the quarter-end accuracy report come out in your brand.

  • check The weekly forecast note drafted for leadership
  • check The questions for each rep about their risky deals
  • check A record of every change and who made it
  • check Your own commit rules, changed by asking

Make it yours

Design your own Salesforce Revenue Intelligence replacement

Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Salesforce Revenue Intelligence. Try it here, and we build the real one.

2. What it runs

3. Make it fit

4. Your colour

Your business · your Salesforce Revenue Intelligence replacement Your version
YB Your business

auto_awesome

Answered from your own database

Build my version

We build it from the open-source base, bring your Salesforce Revenue Intelligence data across and run it for you.

What it looks like

Ask it like you would ask a colleague

Real answers from the demo data that ships with Sales Forecast for Claude Code. It runs in Claude Code inside the Claude app, so it feels like any chat you already use.

forum

Sales Forecast for Claude Code

Connected to your own database

What moved in the forecast since last week?

FY27 Q2 movement since 2026-11-03: net +$3,000

won

Deal
Packhouse labour tracking
Rep
Dev Patel
Was
$48,000
Now
$48,000
Change
$0
Detail
commit to closed

lost

Deal
Visitor insights
Rep
Aroha Ngata
Was
$35,000
Now
$0
Change
-$35,000
Detail
best case to omitted

pushed out

Deal
Campus services desk
Rep
Chloe Liu
Was
$55,000
Change
-$55,000
Detail
close date 2026-11-30 to 2027-01-14

recategorised

Deal
Network asset register
Rep
Dev Patel
Was
$110,000
Now
$110,000
Change
$0
Detail
commit to best case

pulled in

Deal
Grower payments module
Rep
Ben Sutherland
Now
$38,000
Change
+$38,000

new

Deal
Workshop scheduling
Rep
Dev Patel
Now
$40,000
Change
+$40,000

increased

Deal
Mill maintenance system
Rep
Dev Patel
Was
$55,000
Now
$70,000
Change
+$15,000

Ask it anything

Ten questions this build answers today

Each one runs against the included fictional sales team. Ask them in plain words.

chat_bubble Which commit deals have had their close date pushed two or more times?
chat_bubble How far off was each rep's first call of last quarter?
chat_bubble What moved in the forecast since last Monday, and what was the net change?
chat_bubble If every repeat slipper slips again, where does the quarter land?
chat_bubble Which reps are calling more than their own deals add up to?
chat_bubble Which open deals has nobody touched in 14 days?
chat_bubble Is won plus commit still within 5% of the guidance we published?
chat_bubble Which Closed Won deals have no signed contract date on file?
chat_bubble Which deals changed after we closed last quarter?
chat_bubble How much open pipeline does each rep have against what they still need?

Switching

How to switch from Salesforce Revenue Intelligence

The move involves exporting your Salesforce opportunities and history, mapping your fields and rules, then checking the new forecast alongside your current one.

  1. 1

    Export opportunities and history

    Revenue Intelligence reads your Salesforce opportunities, so you do not need to move your reps out of Salesforce. Export your opportunities using a Salesforce report or Data Loader, and export the OpportunityHistory object as well. The history carries past changes to stage, amount, close date and forecast category, which the new forecast uses to track slipped deals and past pipeline movement.

  2. 2

    Load the exported records

    Bring the opportunity and history exports into Sales Forecast for Claude Code through its Salesforce import. If the import offers a test run, use it before loading everything. Make sure the export includes the records and history you intend to use. The new forecast reads the exported data and does not write changes back to Salesforce.

  3. 3

    Review what the import flags

    Check any warnings or fields the import flags, and resolve mismatches before relying on the forecast. Pay particular attention to how your Salesforce fields map to the new records, and whether stages and forecast categories match your process. Confirm that the opportunity history came across, since past changes are needed to count earlier close date pushes and review movement over time.

  4. 4

    Run both forecasts side by side

    Keep Salesforce Revenue Intelligence available while you run the new forecast for a short period. Compare the opportunity records, rep calls and weekly forecast movement in both systems, and investigate differences before making the new forecast your reference. Your reps can continue working in Salesforce during this check. The replacement reads an export, so it does not update their Salesforce records.

  5. 5

    Switch off the add-on

    Once you have checked the records and are comfortable using the new forecast, cancel the Revenue Intelligence add-on. You can keep Sales Cloud and continue using Salesforce for your reps' work. The replacement is a database and Claude Code, not a web front end, so make sure the people who run your forecast are ready to use it that way before switching off the add-on.

construction

Where the real effort goes

The main work is usually mapping your Salesforce fields and forecast rules, then deciding how much opportunity history to bring across. The history export carries past changes, but past forecast submissions are not included. You can enter last quarter's calls separately, or accuracy will build from this quarter. If Enterprise DNA installs and runs it for you, they handle the migration and setup.

Not ready for a call?

Get your Salesforce Revenue Intelligence switch plan by email

We will send you the step-by-step plan for moving your business off Salesforce Revenue Intelligence, what the move really involves, and how we would do it for you.

One email with your plan. No spam, and you can unsubscribe any time.

Three ways to own it

Choose who builds and runs your forecast

Open source

Do it yourself

Free, MIT licence

  1. 1 Clone the repo and run npm install
  2. 2 Run npm run demo to see a fictional sales team's quarter
  3. 3 Open it in Claude Code, Codex, OpenCode or Cursor
  4. 4 Import your Salesforce opportunity and history exports, then run the weekly review
Get it on GitHub

Built around your business

We customise it

One setup fee, then a retainer

  • check Your stages, forecast categories and commit rules
  • check Your Salesforce opportunities and their history brought across
  • check A web front end for your sales leaders if they want screens
  • check Your board pack and forecast note in your format
Get your version built

Omni by Enterprise DNA

We run it for you

One setup fee, then a retainer

  • check Installed and run inside Omni by Enterprise DNA
  • check Your Salesforce export refreshed on a schedule
  • check The Monday review ready before the meeting
  • check Changes, backups and support handled for you
Talk about your forecast

Questions

Instead of Salesforce Revenue Intelligence, answered

What does Salesforce Revenue Intelligence cost? expand_more

Salesforce lists it at AU$308 (US$220) per user per month, billed annually, on an annual contract. The version with Tableau is AU$350. Both sit on top of a Sales Cloud licence. Your own contract may differ from the list price.

Do we have to leave Salesforce? expand_more

No. Your reps keep working in Salesforce. This reads your opportunities from an export and never writes back. You can keep Sales Cloud and drop only the per-seat add-on.

Does our history come across? expand_more

Yes. The opportunity history export carries every past change of stage, amount, close date and forecast category, so slipped deals count from the first date ever given. Past forecast submissions are not in that export; we enter last quarter's calls for you, or accuracy builds from this quarter.

What about the Einstein insights? expand_more

This does not use Salesforce's scores. It names the reason a deal is at risk in plain words, from rules you can read and change: no next step, no activity, pushed again, committed too early. If you want a scoring model, we build one on your own history.

What do we pay Enterprise DNA for? expand_more

One setup fee, then a retainer. We bring your opportunities and history across, set your stages and commit rules, schedule the export and run the weekly review for you inside Omni. The free version costs nothing to use yourself.

Bring last quarter's forecast and the bill

Spend 30 minutes with Sam going through how your team calls the quarter, what Revenue Intelligence costs you, and what your own version would show on Monday morning.

Book 30 minutes with Sam Get the free version

Sales Forecast for Claude Code is free and open source, published by Enterprise DNA.

Done paying for Salesforce Revenue Intelligence?

Get your version built