Introduction: Sales Forecasting
Create process alignment, increase visibility, and establish accountability for confident and accurate forecasting.
What Sales Forecasting can do for you and your teams
- Create multiple forecast roll-ups (new logo, renewal, etc.)
- Compare calls against revenue targets, quota goals, closed & open pipeline, and coverage
- Inspect opportunities from roll-up drilling down into signals & insights
- Set automatic email reminders to ensure process rigor.
- See what's driving forecast calls with deal-by-deal submission.
- Track week-on-week changes of forecast calls.
- Use warnings, signals, and insights to see which opportunities create risk for your forecast.
- Compare calls, weighted forecasts, AI predictions with closed and open pipeline to identify gaps early
- Analyze how your pipeline is pacing WoW, or MoM with opportunity snapshots
- Inspect opportunities that are driving the change in pipeline
Overview of Sales Forecasting
Bottom-Up Forecasting
Pacing
Automated forecast roll-up
View the forecast calls for your organization and the associated roll-up down to each individual rep and deal.
Forecast submissions
Review, adjust, and submit forecasts (reps & managers) based on deal insights to ensure your roll-up is most accurate.
Submission cadence & history
Configure your forecast cadence and set a time period and frequency.
Deal-by-deal submissions
Submit forecast calls on a deal-by-deal basis.
Track change
See how each individual forecast call changes each week or month, depending on your submission cadence.
Multiple forecast roll-ups
Configure multiple forecast roll-ups (e.g., new logo, renewal forecast).
Quota comparison
Compare your roll-up and pacing against quota — from the entire revenue org down to individual reps.
AI forecast prediction
Combining historic opportunity snapshots and deal signals, Weflow's AI predicts a forecast corridor for higher accuracy.
Flexible forecast setup
Set up forecasting in minutes using standard or custom forecast categories.