Make faster, smarter decisions with FinancialForce
Services Analytics powered by Salesforce Einstein

Services Automation & Salesforce
Einstein Analytics Demo

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Want to see services automation & Salesforce Einstein Analytics in action?

Watch our demo featuring professional services automation and Salesforce Einstein hosted by our product specialists. See how you can leverage the power of Salesforce CRM, Platform, and Einstein Analytics to gain unprecedented visibility into your business across sales, services delivery, and finance. Learn how to keep projects on time, customers happy and reports up to date–all on one integrated platform.

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Salesforce Einstein Analytics

Enterprise-grade analytics

Speed to insight is critical in today’s fast-changing business environment, making analytics a key part of any professional services automation (PSA) buying decision. But you don’t have to hire an army of data scientists or buy expensive third-party tools and data warehouses to glean meaningful business insights. FinancialForce Services Analytics are powered by Salesforce Einstein.

Analytics powered by Salesforce Einstein

Powered by Salesforce Einstein, FinancialForce Services Analytics embedded in FinancialForce PSA enables you to instantly produce meaningful, actionable insights customized by need, role, geography, project, and more. With analytics on the same platform as your PSA solution, you don’t have to continuously reconcile disparate databases. Reporting happens swiftly and accurately, delivering sophisticated, multidimensional analysis across millions of data points. Managers can get global and detailed views into billings, backlog, capacity, and utilization—all within the same FinancialForce experience—to easily identify opportunities and effect within-quarter performance.

Salesforce Einstein Analytics
Salesforce Einstein Analytics

Out-of-the-box reporting

Built-in, real-time dashboards and reports give you all the most important data—including actuals, expenses, assignments, milestones, resource requests, and backlog—so you can focus on making the best decisions for your business. Get complete visibility into the information you need to efficiently deliver projects on time and on budget, and to run more a predictable business.

Powerful forecasting

Optimize resource planning and project profitability with hyper-accurate forecasting and insight capabilities built into FinancialForce. Get unmatched visibility into every dollar from pipeline to delivery, and build staffing models geared to drive higher margins, faster delivery, and improved customer satisfaction.

Salesforce Einstein Analytics