Salesforce

Forecast demand from your won Salesforce deals

For B2B and wholesale teams running their pipeline in Salesforce, Fopsis reads the line items on your closed-won opportunities and turns them into a product-level demand forecast and buy plan.

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What Fopsis reads from Salesforce
  • Products (Product2) per SKU
  • Closed-won opportunity line items
  • Quantity & total price per line
  • Unit price from the standard pricebook
  • Close date — used to date demand

Connect in three steps

1
Authorize Salesforce

Approve read access through Salesforce's own OAuth screen (client-credentials or refresh-token). Fopsis connects to your org without handling your Salesforce login.

2
Fopsis learns your demand

We read line items from opportunities marked won, resolve unit price from the standard PricebookEntry, and aggregate quantities by close date into a per-product demand series.

3
Get your buy plan

A monthly forecast per product plus reorder points, safety stock and a purchase plan tuned to your B2B sales patterns.

Closed-won demand

Only line items on opportunities that actually closed-won count — open pipeline never inflates your buy plan.

Pricebook pricing

Unit price is resolved from the standard PricebookEntry, so revenue and margin reflect the price the item actually sold at.

Dated by close date

Quantities are placed in the month each opportunity closed, giving an honest month-by-month demand shape.

Built for B2B

Handles the lumpier, larger deals typical of wholesale and distribution, not just steady retail flow.

Forecast your Salesforce pipeline

Connect your org once and turn won deals into a buy plan after the first sync — start with a 7-day free trial.

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