Sales Agreement — Actuals vs Plan
FY26 Master Agreement · renews 09/15
Fasteners · M-Series92% of plan
Fasteners · H-Series78% of plan
Fittings · Stainless104% of plan
Brackets · Custom61% of plan
Your CRM and your ERP should agree.
RevenuePoint builds a clean Salesforce instance for growing-business discrete and process manufacturers — with live SAP or NetSuite data, Sales Agreement actuals, production status, and quality holds on one record page. Fully managed by RevenuePoint.
The pain · in numbers
76%
of growing-business manufacturers reconcile ERP shipments against CRM forecasts in spreadsheets every month.
RevenuePoint client discovery, 2024–26
3 of 5
Sales Agreements miss forecast accuracy targets because actuals live in the ERP, not the CRM.
Mfg Cloud benchmark
42%
of service cases open without the right asset, warranty, or install history attached.
Service Cloud audit data
11 hrs
lost per plant per week reconciling production data into a weekly ops review.
Client time studies
A clean Salesforce record page
Account · Vantage Industrial Supply
This is the Lightning record page RevenuePoint builds for accounts teams. Every component below is live Salesforce — reading from the systems noted on each tile. Numbered callouts map to the components we install on day one.
Salesforce|Manufacturing Cloud
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Account›Vantage Industrial Supply
Vantage Industrial Supply
Tier 1 Distributor · Midwest · Relationship since 2019
Sales Agreement
$4.2M · YTD
Actual vs Plan
−6.1%
OTIF (90d)
93.4%
Open Cases
3
Installed Assets
184
Credit Status
On Watch
RelatedDetailsNewsActivity
Pulls from: SAP S/4HANA via MuleSoft
ERP Inventory + Open POs
On-hand across 3 plants
| SKU | On-hand | Open PO | ETA |
|---|---|---|---|
| FAS-M8-316 | 4,120 | 2,000 | 05/14 |
| FAS-H12-C | 620 | 1,500 | 05/09 |
| FIT-S-3/8 | 11,800 | 0 | — |
| BRK-CUST-4B | 0 | 0 | On hold |
Production Orders · OEE trend
Plant 2 · Line 4 (this account’s primary)
OEE (14d)
71.2%
−3.4 pts
Scrap
2.8%
+0.6 pts
On-time
88%
flat
WIP orders
12
3 late
Quality Holds · Asset hotlist
- NCR-2418 · Bracket dim varianceHold on lot 0425-B · 48 units · root cause pending
- NCR-2411 · Surface finishContained · credit issued · closed 04/18
- Asset inspection dueLine 7 press — 08/11 · scheduled with tech D. Alvarez
1
Sales Agreement — Actuals vs Plan
Live shipment actuals from SAP roll up against the signed Sales Agreement plan. Account owners see variance without opening the ERP.
Source: SAP S/4HANA via MuleSoft
2
ERP Inventory + Open POs
On-hand inventory and open purchase orders for this account’s active SKUs — rolled up from SAP by plant. No tab-switching to quote.
Source: SAP S/4HANA
3
Production Orders · OEE trend
Production order status for the line that runs this customer’s SKUs — with OEE, scrap, and downtime from the MES over the last 14 days.
Source: MES + SAP
4
Quality Holds · Asset hotlist
Open Quality Holds and NCRs tied to installed assets at this customer — so field service arrives with the right context.
Source: Salesforce + SAP QM
Data model
The objects we build on. The objects we add.
We build on Manufacturing Cloud where it fits, Sales + Service Cloud where it does not. Custom objects cover the shop-floor data Salesforce does not ship natively.
Standard Salesforce
AccountContactOpportunitySales AgreementAccount ForecastOrderProductAssetWork OrderCase
Custom — built by RevenuePoint
Production_Order__cBOM__cQuality_Hold__cPlant__cDefect_Log__cShift_Report__c
Integrations
Every system connected. Salesforce is where you work.
SAP stays the system of record for production and inventory. Salesforce is where your team works. We wire the two so data matches on both sides — and keep it that way.
SA
SAP S/4HANA
ERP
Production, inventory, AR/AP, Sales Agreement actuals.
SA
SAP Business One
ERP
Mid-market SAP line — same data contract.
NE
NetSuite
ERP
Alternative ERP path for smaller plants.
ME
MES
Shop floor
OEE, downtime, scrap, production orders — live.
8X
8x8
Communications
Inside sales + dealer support, logged to the Account.
DO
DocuSign
Agreements
MSAs, NDAs, Sales Agreements signed from Salesforce.
ST
Stripe
Payments
Smaller-dollar orders billed and reconciled against AR.
PA
Pardot
Marketing
Distributor campaigns and channel partner nurture.
Lightning components
Integrations, rendered inside Salesforce.
Each tile below is a Lightning Web Component we install on the record page. Reps and managers see the other systems they depend on — without leaving the account.
SAP Open Purchase Orders
A Lightning tile that lists open POs for the SKUs this account buys, with ETAs.
Pulls from: SAP S/4HANA
| PO# | Vendor | SKU | Qty | ETA |
|---|---|---|---|---|
| 4500123 | Steelcraft | FAS-H12-C | 1,500 | 05/09 |
| 4500118 | MetalWorks | FAS-M8-316 | 2,000 | 05/14 |
| 4500102 | Precision Ltd | BRK-CUST-4B | 400 | On hold |
OTIF + Perfect Order Score
Rolling 90-day on-time-in-full and perfect-order performance for this account.
Pulls from: SAP + MES
OTIF 90d
93.4%
+1.2 pts
Perfect Order
87.9%
−0.4 pts
Avg lead time
6.2 days
flat
First-time-right
96.1%
+0.8 pts
Stripe · Smaller-dollar orders
Recent Stripe charges against this account — for sample and one-off orders paid on card.
Pulls from: Stripe
| Date | Description | Amount | Status |
|---|---|---|---|
| 05/02 | Sample pack · H-Series | $412 | Paid |
| 04/19 | Rush order · brackets | $2,180 | Paid |
| 04/08 | Sample pack · stainless | $89 | Refunded |
DocuSign · Agreements in flight
Active agreements sent for signature from this account, with status and signers.
Pulls from: DocuSign
- FY26 Sales Agreement renewalSent 04/21 · 1 of 2 signed
- Credit limit increase NDACompleted 03/30
- Quality addendumDraft — not yet sent
Signature use cases
Three problems we solve in the first quarter.
i
Sales Agreement forecast accuracy
Finance signs Sales Agreements in the ERP; sellers track pipeline in the CRM; nobody trusts either number.
How it works
- αSync SAP Sales Agreement plan + shipment actuals into the Account record.
- βInstall the actuals-vs-plan component on the record page + account forecast list view.
- γFoundry fires a watcher when variance crosses ±8% on a signed agreement.
Outcome
Account owners see variance on the Account — the same number finance sees.
ii
Service case → installed asset context
Field techs show up without knowing which asset, lot, or warranty the case relates to.
How it works
- αInstall Asset hierarchy with lot, warranty, and install date from SAP.
- βAuto-link inbound cases to the serial or lot the customer cites.
- γ8x8 dispatch logs the call and the tech arrives with the right parts.
Outcome
First-time-fix rate improves because the context is on the case, not in a shared drive.
iii
Quote to ERP sales order
Orders are re-keyed from Salesforce into SAP, which creates quantity, pricing, and ship-to errors.
How it works
- αCPQ → Order in Salesforce, then a managed pipeline creates the SAP sales order.
- βOrder confirmation, ship date, and invoice flow back onto the Account.
- γException queue surfaces the few that fail validation for human review.
Outcome
Zero re-keying. Order accuracy improves, and the seller sees the ship date without asking.
Foundry · Orchestrated intelligence
Foundry sits on top of a clean Salesforce.
Once your record page is clean, Foundry connects the rest of your stack — ERP, accounting, telephony, marketing — and delivers live dashboards, AI reports, and agents that take action. Fully managed by RevenuePoint.
I · Connect
Every system you run, on one warehouse.
We wire SAP, SAP Business One, QuickBooks into a managed pipeline so Manufacturing data matches on every side.
II · Illuminate
Live dashboards. Overnight AI analysis.
OEE dashboards by line and shift, updated continuously
III · Act
Agents watch, decide, and execute.
Inventory shortage watchers with automatic procurement alerts
A Manufacturing agent, running todayWatcher
OEE Anomaly Watcher
Monitors Overall Equipment Effectiveness across every line and shift. Fires when any line drops below 80% or when scrap rate spikes 2σ above the rolling 30-day baseline.
RunsContinuous · 5-minute windowsSuccess99%Avg1.4s
76%
Mid-market manufacturers — RevenuePoint discovery, 2024–26
The problem
Three in four growing-business manufacturers still reconcile ERP shipments against CRM forecasts in spreadsheets every month. The Sales Agreement is signed in SAP; the pipeline lives in Salesforce; nobody believes either number on the board deck.
What we do
We build one Sales Agreement actuals-vs-plan component on the Account record, fed live from SAP. Foundry watches variance and surfaces the accounts drifting off plan before the monthly review.
Outcome
Sellers and finance look at the same number. Variance gets caught in week two, not month three.
How we package the work
Fully managed by RevenuePoint. Three tiers.
Flat monthly pricing. Your single point of contact at RevenuePoint. We keep the instance clean as your business changes.
Foundation
4 weeks
A clean Manufacturing record page with the signature components live.
- Discovery and current-state review
- Clean record page build with the custom components
- Core object + field cleanup
- Two primary integrations wired
- Named administrator for the life of the engagement
Most chosen
Rebuild
8–12 weeks
A full Manufacturing rebuild — objects, components, automations, integrations.
- Everything in Foundation
- Custom object + permission model
- Four to six integrations (ERP, payments, comms, marketing)
- Flow and agent automation for the core workflows
- Foundry hook-up for live intelligence across systems
- User training and adoption workshops
Run
Ongoing monthly
Fully managed — we keep the instance clean as your business changes.
- Named administrator with monthly review cadence
- Integration maintenance when source systems change
- New components and reports on request
- Release and security updates handled by RevenuePoint
- Flat monthly fee — no hourly billing
Need to see the full managed-services pricing, or meet the team who runs it?
Common questions
Before you book a session.
See Manufacturing on a clean Salesforce.
A 45-minute working session with a RevenuePoint architect. We walk the record page, name the integrations you need, and scope what's possible in the first 90 days.