Introduction to Forecasting in Weflow

Forecasting is an important topic for all sales organizations
Being able to accurately predict revenue is one of the top skills for experienced sales leaders
Weflow's forecasting suite enables sales organizations to do the following:
- Collaboratively work on deals in different forecast categories
- Submit forecast calls on a team and individual user level
- Roll up forecasts into a unified view
- Look at past performance and understand where deals go
- Understand how the pipeline is developing towards your revenue goals
- Export forecast data to other third-party tools

Overview of forecasting features available in Weflow right now:

Look at the past 3, 6, 12 months of your pipeline
Understand the start value from X months ago
Learn what happened with deals in your pipeline over time
- Which ones closed?
- Which ones got lost?
- Where did amounts increase/decrease?
- Where was the close date pushed?
- How many new opportunities were created?
- How many opportunities from past/future close dates got pulled in?
- What's my end pipeline (status quo) as of now?
With this chart, you drill deep into the performance of an individual rep, team, or your entire sales organization