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News & Views

FinancialForce releases Fall 2020


Financial and professional services teams can now expand forecasting, deepen insights and gain an enhanced productivity-driven user experience after FinancialForce’s ( Fall 2020 release for Salesforce Analytics and Salesforce Lightning Experience solutions.

The major update features new capabilities that advance business insights, agility, and user experiences through dashboards, integrations, and other innovations that take ERP and PSA to the next level to help organizations succeed and grow.

“Our Fall 2020 Release is designed to deliver greater business insights and forecasting capabilities, as well a modern user experience,” says Dan Brown, Chief Product and Strategy Officer at FinancialForce.  

“The need to quickly prepare and adjust forecasts to meet the demands of the market has never been greater.  The Fall Release enables organizations to turn on a dime in times of change, while making better and more informed decisions about their cash needs, investments, and expenditures.”

FinancialForce’s Fall 2020 release introduces powerful new dashboards for Services Forecasting and Cash Flow Forecasting, equipping teams with predictive capabilities for planning and reporting.  Procurement and Inventory Dashboards give teams more power to manage suppliers, control costs, and ensure the right inventory levels.  The Fall Release also supports agile billing, helping organizations respond to customer needs while maintaining and protecting cash flow.

“FinancialForce dashboards allow us to easily apply powerful analytics that provide the situational awareness that’s crucial to running a business in today’s environment,” said Sara Curry, Director of Operations and Finance at Interra Global (  Through insight and forecasts, we make better business decisions and can be much more responsive to customers. There are many unforeseeable events and variables that can impact our business. Being agile is about more than surviving disruption. It’s a competitive advantage.”
Fall 2020 also adds three new workspaces: Services Revenue Forecasting, Time and Expense, and Revenue Management.  In total, FinancialForce has delivered 13 different workspaces since it debuted them in its Fall 2019 Release, continuing to streamline how users perform their daily tasks and helping them make faster, better decisions. Customers can further configure these workspaces, or create their own, with FinancialForce’s Workspace Builder.
As Greg Howell, President of Flexo Concepts ( explains, “We’ve used Workspace Builder to create our own workspaces that are customized for our business and our employees’ roles.  We focus a lot of energy on standardizing work and processes in all areas of our business.  The workspaces allow us to surface anomalies in these processes and address issues in real time.”
The Fall 2020 Release also includes new delivery for FinancialForce Accelerate, FinancialForce’s Customer Lifecycle Experience set of solutions to ensure customers receive faster time to value and can take full advantage of new features to assist with their continued success and growth.

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