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
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
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
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
What B2B revenue teams say
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.
How do you forecast today?
Covering every aspect of your forecast process
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. Start your 14-day free trial with a quick onboarding session.