TrustRadius: an HG Insights company

What is Vortini?

Vortini is an analytics solution for sales forecasting and business insight. Vortini offers real-time CRM and ERP integration, customizable dashboards, alerts and warnings, built-in forecasting processes, multi-currency support and more. The vendor’s value proposition is that Vortini adds a layer of forecasting intelligence to Salesforce® in a way that is natural for reps and execs alike.

Vortini features include:

  • Multi-currency and multi-period sales analysis and sales forecasting
  • Financial forecast
  • Sales history recreation
  • Financial and sales forecast
  • Custom organizational structure
  • Forecast summary using revenue schedules
  • Custom scorecards
  • Default forecast and suggested forecast models
  • Support for Salesforce custom attributes and data objects
  • Custom analytics and metrics
  • Sales forecast adjustment by attribute
  • Alternative reference dates and forecast amounts
  • Regional forecast process and calculation variation
  • Integration with other sources of data
  • Real-time sales analysis

Categories & Use Cases

Videos

Screenshots

Screenshot of Sales Dashboard--Customizable dashboard so you only see what your business needs to monitor.
Screenshot of Sales Forecasting Dashboard for Reps--Understand all the opportunities for the forecast, fill it in, and submit it to management from a single dashboard.
Screenshot of Opportunity Heat Map--Monitor the state of an opportunity, and its probability of closing.
Screenshot of Opportunity Ticker--Track and monitor any changes to an opportunity, this is data that is normally hidden in the CRM.
Screenshot of Track Amount-Won--Once the forecast is submitted, management must still track the forecast to make sure it's going to successfully close. Understand where the team is today, and where they need to be to meet the forecast commitment.

1 / 5

Screenshot of Sales Dashboard--Customizable dashboard so you only see what your business needs to monitor.

Technical Details

Technical Details
Deployment TypesSaaS
Mobile ApplicationApple iOS, Android, Mobile Web

FAQs

What are Vortini's top competitors?
Mediafly, Aviso Insights, and Clari are common alternatives for Vortini.