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Sales Forecasting Cheat Sheet

B2B revenue teams often lack a process to consistently forecast with high accuracy. This cheat sheet shows you how to get it right:

Step-by-step guide to a repeatable forecast process
CRM set-up for high forecast accuracy
How to get your revenue team to forecast accurately

Trusted by CROs & RevOps in B2B companies

Products

A suite of products to power your revenue process

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Activity Capture

Capture emails, meetings, and contacts in Salesforce.

Conversation Intelligence

Record and summarize meetings to auto-update Salesforce.

Pipeline Management

Manage, review, and analyze deal and pipeline health.

Sales Forecasting

Run advanced sales forecasting and pipeline analytics.

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Resources

Learn more about forecasting & revenue operations

RevOps Lab Podcast

With Philipp Stelzer & Janis Zech

Free Forecast Cheat Sheet

Free RevOps Salary Report

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RevOps' choice for an
effective forecasting process

Weflow helps B2B revenue teams update, review, and forecast their pipeline efficiently. Always in sync with Salesforce.

Trusted by top-performing revenue teams