Sales Forecasting

Run an efficient & data-driven sales forecasting process

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

Trusted by CROs & RevOps in B2B SaaS companies
The Solution
Sales Forecasting

Submit, review, and adjust forecast calls efficiently

Reps and Managers use Weflow to submit, review, and adjust their forecast calls.

  • Set automatic email reminders to ensure process rigor
  • See what's driving the call with deal-by-deal submission
  • Track week-on-week changes of forecast calls
Learn more
Sales Forecasting

Inspect deals that drive your forecast

Use warnings, signals, and insights to see which opportunities create risk for your forecast.

  • 50+ signals like multi-threading, next meeting scheduled, 
close date pushed, etc.
  • Analyze the number of emails sent/received, files exchanges, and meetings scheduled with activity insights
  • See who and if the right stakeholders are involved with 
Weflow's contact insights
Learn more
Sales Forecasting

Configure & automate forecast
roll-ups

Automatically roll up forecast calls across your role hierarchy.

  • 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
Learn more
Sales Forecasting

Track how you pace against
revenue goals

Weflow automatically creates opportunity snapshots to help you track pipeline changes.

  • 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
Learn more
Sales Forecasting

Track forecast accuracy

Weflow automatically measures how accurately your teams forecast the month and quarter.

  • Measure accuracy by rep and manager
  • Identify sandbaggers & optimists
  • Coach reps & managers to improve forecast accuracy‍
Learn more
Customers

What B2B revenue teams say

RevOps
Chris MacKinnon
VP Revenue Operations
“With better data and an efficient process, we increased our win rate by 12% and forecast the quarter within 7%.”
Executive
Andreas Bodczek
CEO @ IDnow
"Weflow gives us better visibility and predictability of our business."
Sales leader
Ben Beivers
CRO @ Remerge
“We win more deals as we can identify and act on risks early on. This not only feeds into pipeline health, but also makes sure that our forecasts are reliable.”
Features

Forecast prediction features at a glance

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.

Compare

How do you forecast today?

Spreadsheet
Submit forecast call
Submission email reminders
Automated roll-ups
Deal-by-deal submission
Track change (calls, adjustments)
Inspect opportunities from roll-up
Opportunity snapshots multiple times per day
Track pipeline development each week
Track forecast accuracy
Syncs with Salesforce in real-time
Integration

Plug-and-play Salesforce integration to
get started in minutes, not weeks

Real-time, two-way Salesforce integration (SSO)
Respects your custom Salesforce logic out-of-the-box
Maps your Salesforce fields automatically
Read documentation
Use Cases

Covering every aspect of your revenue process

Capture

Activity Capture

Auto-capture emails, meetings, and contacts in Salesforce
Learn more
Capture

Conversation Intelligence

Record and summarize meetings to auto-update Salesforce.
Learn more
Capture

Salesforce data capture

Automatically turn customer interactions into Salesforce updates.
Learn more
Convert

Deal execution

Automate repetitive tasks and drive deals forward proactively.
Learn more
Convert

Deal reviews

Get full visibility into deal health with insights, warnings, and signals.
Learn more
Convert

Pipeline inspection

Get full visibility into pipeline health with interactive charts and analytics.
Learn more
Forecast

Forecast roll-ups

Run an efficient forecasting process - from submissions to automatic roll-ups.
Learn more
Forecast

Forecast predictions

Combine bottom-up, weighted, and AI predictions for high forecast accuracy.
Learn more
Analyze & Report

Reporting & Analytics

Create pipeline and forecast reports for your executive team or board.
Learn more

Try before you buy

We get it. You want to make sure you’re getting the right tool to fit your needs. That's why you should try before you buy. Get your 14-day free trial today.

Get free trial

Trusted by top-performing revenue teams