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
Collaborative Forecasting
Break down your pipeline into forecast categories.
Adjust and control all fields with in-line editing.
See quota attainment by forecast category.
Use custom fields for amount, close date, and forecast category.
Apply filters (based on any field in your Salesforce CRM).
Filter easily by owner, team, and different time ranges.
Roll-Up
The roll-ups allows managers and reps to submit forecast calls.
Forecast calls can be edited and adjusted with forecasting cadences.
Submitted forecasts are stored in Weflow as forecasting snapshots.
Weflow automatically respects your user hierarchy and rolls it up to the leadership team.
Waterfall
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.
Pacing
Understand how you are moving towards your revenue goals (based on quota).
See your optimal pace line.
Quickly filter by
Record type
Custom filters
Owner
Time range
Easily break down the pacing chart into
Week
Month
Quarter
Year
Compare your team estimate with Weflow's AI projection.
Quota
Set up quota for your entire revenue org.
Break it down by month, quarter, bi-annually or year.
Easily adjust and filter for different individual contributors.
Works completely independently from Salesforce.