Align finance and sales forecasts inside a single source of truth.

Openloop tracks forecasts, quotas, and commission data, the numbers finance and sales usually argue about separately. Dolfin pulls both into the same graph, so a forecast and the deal pipeline behind it are always describing the same underlying data.

How it works

Connect your Openloop account and select which forecast and quota data to include. Cortex pulls revenue ops data on a scheduled basis and reconciles it against the deal and account records already present in your graph. Commission calculations become queryable alongside the deals that generated them, removing the need for a separate spreadsheet at the end of each quarter.

Configure

Manage the Openloop connection from the integrations panel, where forecast models and sync frequency are configured per workspace. Quota periods can be customized to match your fiscal calendar. Commission rules are imported as configured in Openloop and are not editable from within Dolfin.