Actuals on Similar Projects
See how similar past projects actually ran, right from the offering you're pricing.
Overview
Most services quotes are built from the last quote, not from what the last project actually cost. Agentforce finds delivered projects that match your offering, and a Lightning component lays their actuals out inside Salesforce. Your estimate starts from real delivery data instead of a hopeful template.
Key capabilities
- Agentforce finds completed projects similar to an offering
- Actuals from those projects appear in a Lightning component, no report building required
- Planned and actual side by side, so overruns are visible before you scope
- Runs inside Salesforce, grounded in Data 360
Related plugins
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Available
Executive Summary for Quote
Turn a finished quote into a one-page executive summary, with margin, contingency, and phasing risks flagged before it goes to review. Review & Insights -
Available
Note to Quote
Paste meeting or discovery notes and get a structured Salesforce quote back — built from live org data, not a blank template. Scoping & Quoting
See Actuals on Similar Projects on your own data.
A personalized tour, not a sales pitch.