Architecture and consulting

A forecast with an explanation behind every row

Forecasting combines operational and accounting records through a shared key, with a documented method on each forecast row.

Built for: SMT Research, Vancouver
Service line: Architecture and consulting
Window: Jun to Sep 2026

The headline number3Systems connectedA technical integration count. Client financial results are confidential.

01Key numbers

What we measured

3Systems connectedA technical integration count. Client financial results are confidential.

02The situation

What was true before

Forecasting combines operational and accounting records through a shared key, with a documented method on each forecast row.

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03What we built

The mechanism

The public case describes the implementation. Client financial data and findings are withheld under NDA.

Shared record keys

Join historical and current records using a stable identifier so each row retains its origin.

Explainable forecast rows

Store the allocation method alongside each row. Keep exceptions visible to authorised reviewers.

Sales and Forecasting

How the projection is built

Backlog, remaining to bill on open ordersA

−Marked finished, nothing left to billB

=What the engine spreads across monthsC

+Eligible pipeline, not signedD

=ProjectedC + D

What this number does not vouch for

DatesReview missing or outdated scheduling information.

MappingReview records without a confirmed source-system match.

ValidationResolve flagged records before accepting the projection.

Depiction · A revenue forecast that prints its own arithmetic. Every row carries the method that placed its dollar, so a controller can defend the total line by line.The panel on the right is the part most forecasts omit: the amounts the engine will not vouch for, published beside the number rather than discovered in an audit.

Surfaces built

Walkthroughs use demonstration data. Client records remain confidential.

Monthly forecast rowsImage withheld
Method and source referencesImage withheld
Exception review workflowImage withheld

The finding

Client financial information is confidential.

Amounts, ratios, financial findings and underlying client records are not published.

04Outcome

What changed, verified

The implementation is described through its workflows and controls.

Monthly forecast rows
Method and source references
Exception review workflow

How it was verified

Validation compares source records with system outputs. Client records and financial results remain private.

Sources

docs/research/02-revenue-systems.md §2 · Projections
docs/research/02-revenue-systems.md §2 · The reconciliation bridge
docs/research/01-salesforce-platform.md §2.4 · Three-way reconciliation

Keep reading

Two more

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LedgerAppend-only event historyTechnical capability. Client deposits, balances and billing outcomes are confidential.
Billing workflows with traceable ledger entries
Billing workflows connect ledger events, document generation and review controls without exposing client account data.
Custom development
28Configuration recordsProvince and tax-class rules stored in custom metadata.
Tax rules maintained as configuration
Tax calculation rules need a shared configuration source that works with both formulas and Apex.

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