Revenue Grid Sales Forecasting review
A governance-focused forecasting layer for Salesforce, with advanced features reserved for Ultimate.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Revenue Grid Sales Forecasting is a Salesforce-native platform for sales representatives, managers, executives, and revenue operations teams. It combines historical deal patterns, live pipeline activity, and AI-driven revenue signals to support quarterly forecasting, forecast reviews, and deal-risk analysis. Teams can work with commit, best case, pipeline, and booked revenue views, while leaders can review rollups, quota adjustments, overrides, and forecast changes inside Salesforce.
Pricing is structured across three per-user monthly plans. Activity Capture 360 costs $30 per user per month and includes automated activity capture, real-time Salesforce integration, historical synchronization, and an inbox and calendar Salesforce sidebar. Knowledge Capture costs $49 per user per month and adds AI-powered chat and search across sales data, a revenue-grade data lake, and record assistance. Revenue Grid Ultimate costs $149 per user per month and includes true pipeline, meeting assistance, forecasting, team analytics, deal guidance, and sales cadences. Sales forecasting is specifically included in Ultimate, making the plan choice central for buyers seeking the product's core forecasting capabilities.
The strongest fit is for Salesforce teams that need governance around forecast changes, rollups, risk signals, segmentation, and quota adjustments. Forecasts can be organized by segment, product, geography, or revenue type, and the AI Mentor supports questions about forecast data. Revenue Grid also connects with systems and tools including Siebel, Oracle Sales Cloud, SAP Jam, SAP Hybris Cloud, Workbooks, Creatio, Outlook, Office 365, Gmail, IBM Notes, Litify, Zoom, and GoToMeeting. Buyers needing a free option, a non-web deployment, or forecasting beyond CRM data should consider alternatives; Salesforce teams willing to adopt Ultimate get the broadest forecasting feature set.
Revenue Grid Sales Forecasting pros and cons
- Where it wins
- Salesforce-native rollups, change tracking, and forecast reviews
- AI signals, deal-risk analysis, and an AI Mentor for forecast questions
- Forecasts can be segmented by product, geography, revenue type, or segment
- Where it doesn't
- Sales forecasting is included only in the $149 Ultimate plan
- Web-only access limits platform choice
- No free plan is available
Revenue Grid Sales Forecasting fact sheet, pricing and score →
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