Monthly Retainer Forecasting App

Cornerstone is a full-service, bipartisan, consulting firm specializing in federal and state government relations, public affairs and strategic communications, and advisory services. CGA’s client services team has relied on manual excel spreadsheets to forecasts sold and pending retainers. These forecasts offer critical insight into the business’ health and inform key staffing decisions.

‍CGA asked Relay to develop a custom forecasting application in Salesforce that could handle monthly retainer forecasting, team allocation, and retainer extensions. Our solution also provides them with unified retainer management and forecasting capabilities that give them unprecedented insight.