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Introduction: Sales Forecasting

Create process alignment, increase visibility, and establish accountability for confident and accurate forecasting.

Updated over a week ago

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
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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 β€” 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.

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