- Category rank
- #232 in Dashboards And Reports
- Price
- Free plan
- Listing audit
- 66/100
Financial and Revenue Intelligence Toolkit is a Salesforce AppExchange app by Zuar, Inc..
Financial and Revenue Intelligence Toolkit is the #232 ranked Dashboards And Reports app on Salesforce, free to use, as of Nov 13, 2026.
AppRanks verdict
Generated from marketplace data as of Nov 13, 2026
Financial and Revenue Intelligence Toolkit ranks #232 of 254 in Dashboards And Reports on Salesforce. It has no reviews on Salesforce yet. It is free to use.
Pros
- +Free plan available — no paid subscription needed to start
- +Listed on Salesforce since 2023
Cons
- −No reviews yet — fit and reliability are unverified by other merchants
About Financial and Revenue Intelligence Toolkit
How Financial and Revenue Intelligence Toolkit works
Zuar built this toolkit from their experience with CPG and Retail customers. Connect with them to learn more about their industry-specific services.
-- Required Data Attributes --
- Date (date)
- Customer (string)
- Account Manager (string)
- Channel (string)
- Region (string)
- Order ID (string)
- Record Type (Order or Opportunity) (string)
- Days Since Last Order (int)
- Sales Total (from Orders) (currency)
- Sales Forecasted (from Opportunities) (currency)
- Date (date)
- Customer (string)
- Channel (string)
- Account Manager (string)
- Region (string)
- Product Line (string)
- Product Name (string)
- Sales Total (Dollars)
- Product Line (string)
- Product Name (string)
- Product ID (string)
- Quantity on Hand (int)
- Price (currency)
- Stock Par Max (Units) (int)
- Stock Par Min (Units) (int)
- Date (date)
- Item Quantity Forecasted (Units) (int)
- Replenish Quantity Expected (Units) (int)
Key features
- YTD Growth Watch: where deep details about growth across key sectors of your business enable you to optimize how your organization operates.
- Answer Key Business Questions ✅ What is YTD revenue now, plus YOY and MoM? ✅ What is current and forecasted revenue across business sectors? ✅ What customers are driving growth and which are at risk?
- Answer MORE Key Business Questions! ✅ How the sales and orders from each customer are expected to change? ✅ What are the inventory stock levels, plus future projections? ✅ How much revenue is at risk from depleted stock levels?
- Strategic Growth Forecast: where you can see the relationship between orders and revenue growth, and provide more accurate and data-driven sales forecasts to your leadership.
- Monitor and Improve KPIs ✅ Revenue YTD ($) ✅ Change in Revenue Over Prior Period (%) ✅ Change in Sales ($ and %) ✅ Change in Orders (PO Count and %) ✅ Change in Average Order Size ($/PO and %) ✅ Change in Order Frequency (Days Between Orders)
- Monitor and Improve MORE KPIs! ✅ Current Inventory in Units ✅ Replenishment Rate in Units/Month ✅ Sales Forecast in Units/Month ✅ Revenue at Risk Due to Stock Shortages ✅ Projected Ending Supply and Balance Over Time ✅ Months of Stock at Current ROS
- Inventory Supply Planner: where you can make sure that inventory stock levels will enable your revenue goals.
Standardized capabilities
AppRanks hasn't mapped this app to standardized capabilities yet. The developer's own feature list is shown above.
Ratings and reviews
Category rankings
A category rank is the app's position in Salesforce's own category listing. Keyword ranks (search-result positions) are a separate measure.
- Dashboards And Reports#232of 254Top 92%
- Sales Intelligence#274of 370Top 75%
- Analytics#766of 950Top 81%
- Sales#1564of 1,811Top 87%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Keyword rankings
Financial and Revenue Intelligence Toolkit ranks for 3 keywords across Salesforce AppExchange. Here are the top 3:
Competitors & alternatives
Financial and Revenue Intelligence Toolkit doesn't have curated competitor matchups yet.Other tracked Dashboards And Reports apps on Salesforce:
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Frequently asked questions
What is Financial and Revenue Intelligence Toolkit?
Financial and Revenue Intelligence Toolkit is a Salesforce app by Zuar, Inc., listed in Dashboards And Reports. It has been listed since 2023.
Is Financial and Revenue Intelligence Toolkit free?
Yes. Financial and Revenue Intelligence Toolkit is listed as free on Salesforce.
Where does Financial and Revenue Intelligence Toolkit rank on Salesforce?
Financial and Revenue Intelligence Toolkit ranks #232 of 254 apps in Dashboards And Reports on Salesforce.