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 SaaS companies

Products

A suite of products to power your revenue process

Buy each product standalone or bundles to save.

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.

Our team

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🇩🇪 Henrik

🇩🇪 Janis

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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

Discover all resources

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