New · ForecastGuard for Salesforce
Your Salesforce forecast is only as clean as the Leads, Contacts, Accounts, Opportunities, and Cases behind it.
ForecastGuard finds the dirty CRM data distorting your pipeline, remediates duplicate clusters in one click, and keeps Sales Cloud clean over time — so a $5M+ revenue sales team can trust the number it takes into the forecast call.
LeadsContactsAccountsOpportunitiesCases
Native Salesforce experience · No data migration, no rip-and-replace · Your data never leaves your firewall
ForecastGuard · DQ Health Score Card
RefreshRun Profile
Sales Cloud data quality across your five core objects
Domain hygiene, scored on completeness, validity, consistency, uniqueness, timeliness & accuracy
68
Domain hygiene score · up 6 pts vs. last month
Remediate the three lowest-scoring domains to recover weekly CRM reconciliation time.
Illustrative sample data
Remediate the three lowest-scoring domains to recover weekly CRM reconciliation time.
| Domain | Completeness | Validity | Uniqueness | Accuracy | Score |
|---|---|---|---|---|---|
| Account Steward: A. Rivera |
62.0% |
41.0% |
38.0% |
74.0% |
52 ↓7 |
| Case Steward: Sales Ops |
75.0% |
75.0% |
100% |
75.0% |
79 ↓2 |
| Contact Steward: M. Chen |
50.0% |
83.3% |
46.0% |
98.6% |
59 ↑3 |
| Lead Steward: J. Okafor |
71.9% |
75.0% |
44.0% |
100% |
71 ↓6 |
| Opportunity Steward: Sales Ops |
89.3% |
58.3% |
47.0% |
75.0% |
61 ↓16 |
Strong
Monitor
Remediate
The problem
A clean-looking CRM is the most expensive kind of dirty.
The pipeline looks fine because nobody is checking. Meanwhile duplicate accounts inflate coverage, dead leads pad the funnel, and the same opportunity gets counted twice — until the forecast misses and no one can say why.
~30%
of B2B contact data goes stale every year as people change roles and companies merge.
Source: Salesforce, as cited in industry reporting (2026)
$12.9M
average annual cost of poor data quality to a large organization.
Source: Gartner, as cited in industry reporting
5 objects
Leads, Contacts, Accounts, Opportunities & Cases — every one feeds the forecast, and every one decays.
The surface ForecastGuard scores and remediates
What ForecastGuard does
Find it. Remediate it. Keep it clean.
ForecastGuard is not a dashboard that tells you your data is bad and leaves you there. It identifies the true golden record inside a duplicate cluster, lets a steward remediate with one click, and gives leadership a reason to keep it clean every week.
See the real Dirty Data Index for your org
A DQ Health Score Card grades each of your five core objects on completeness, validity, consistency, uniqueness, timeliness and accuracy — so "the data is messy" becomes a specific, ranked, ownable number.
Golden-record matching across clusters
PDI's own master-data logic clusters duplicate Leads, Contacts and Accounts and identifies the single surviving golden record — the work an MDM project usually takes months to stand up, run natively against Sales Cloud.
One-click remediation — with a steward's undo
Merge a cluster in one click. Then keep true MDM steward control: unmerge every cluster at once, or unmerge a single cluster if a match was wrong. Remediation you can trust because it is remediation you can reverse.
A leadership dashboard that gamifies hygiene
ForecastGuard ranks each AE on the data quality of the pipeline they own — and surfaces who slipped this week. Clean data stops being an IT chore and becomes part of the Monday forecast-call ritual.
The Monday-morning ritual
Make "whose data is worst this week?" a question with an answer.
The fastest way to clean a CRM is to put the cleanup back on the reps who own it. ForecastGuard's leadership view ranks each rep by how much of the cleanup queue they're carrying — then nudges the worst offenders with a Salesforce-native prompt and a one-click remediate, before the number goes into the forecast.
Lead remediation · Acme Corp Salesforce org · Leadership view (6 reports)
Last scan: 14 min ago Illustrative sample data
2,184 Lead records need cleanup across your team
Your team's Lead DQ is sitting at 57 / 100 composite — well below the org target of 85. Three reps are responsible for 71% of the cleanup queue. Nudge them to remediate their own data.
Team records to clean
2,184
across 6 AEs
Team Lead DQ
57
→ 90 after remediate
Reps below threshold
3
DQ < 60 · 71% of queue
Lead DQ by rep · ranked by record volume in cleanup queue
R. Nakamura
52
587 records
M. Chen
56
552 records
D. Alvarez
48
412 records
J. Patel
63
312 records
S. Okafor
71
198 records
A. Rivera
78
123 records
Strong (≥ 75)
Coach (60–74)
Intervene (< 60)
Notify sends a Salesforce-native prompt to each below-threshold rep with their specific cleanup queue and a one-click Remediate — the nudge stays inside your org.
How it works
A native Salesforce experience. Your data stays behind your firewall.
ForecastGuard's interface is built on Salesforce Lightning Web Components, so it lives inside Sales Cloud the way your team already works. The heavy data-quality and master-data processing runs on a Secure Agent inside your own infrastructure — your CRM data is never sent to a PDI-hosted cloud.
STEP 01
Install the package
A managed package deploys the ForecastGuard Lightning experience into your Salesforce org. No data migration. No rip-and-replace.
STEP 02
Stand up the Secure Agent
A Secure Agent (Windows or Linux) runs inside your firewall. It does the matching and remediation compute where your data already lives.
STEP 03
Profile your five objects
Run a profile to produce your DQ Health Score Card and surface duplicate clusters across Leads, Contacts, Accounts, Opportunities and Cases.
STEP 04
Remediate & keep score
Stewards remediate clusters one click at a time, leadership tracks the AE ranking weekly, and the score trends up.
Designed to install in hours, not months
Traditional data-quality and MDM programs mean a multi-month services engagement before anyone sees value. ForecastGuard is built to go from package install to first DQ Health Score Card without a migration project — because the experience is native and the compute runs where your data already is.
Note: install timelines depend on org size, data volume and configuration. "Designed to install in hours, not months" describes the architecture; it is not a guaranteed timeframe for every environment.
⚡
Salesforce Sales Cloud (LWC)ForecastGuard UI lives natively in your org
— inside your firewall —
🖥️
ForecastGuard Secure AgentMatching & remediation compute · Windows or Linux
🛡️
Your data, your environmentCRM data is never sent to a PDI-hosted cloud
Why trust this
Built by the data-quality firm enterprises already rely on.
ForecastGuard is new. The team behind it is not. It is built by Pacific Data Integrators on a data-management engine from a vendor Gartner has named a Magic Quadrant Leader for two decades.
Informatica Platinum Partner
100+ enterprise & public-sector engagements · US & Canada
20+ years in data quality & master data management
Founders & leadership: ex-Informatica practitioners
AWS · Azure · Google Cloud · Databricks · Snowflake
Powered by Informatica data management. ForecastGuard's data-quality engine is built on Informatica technology — and Informatica was named a Leader in the 2025 Gartner® Magic Quadrant™ for Data Integration Tools for the 20th consecutive year, positioned furthest on the Completeness of Vision axis for 12 years running. You are not betting on an unproven data engine; you are putting a category leader to work natively inside Sales Cloud.
Gartner does not endorse any vendor, product or service depicted in its research and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner and Magic Quadrant are registered trademarks of Gartner, Inc. and/or its affiliates. The Gartner recognition cited refers to Informatica, not to ForecastGuard or Pacific Data Integrators.
Three ways to start
Find out how dirty your pipeline really is.
Start with your own data. Download the benchmark, score your forecast risk, or have PDI walk your team through a live Forecast Integrity Check on your five core objects.
Download the Dirty Data Index 2026
Take the Forecast Risk Assessment
Book a Forecast Integrity Check
Be among the first Sales Cloud teams to run ForecastGuard.