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Your forecast meetings take too long to
prepare and are still ineffective
Run effective forecast meetings in 5 steps:
Prepare your meeting efficiently
No more tool jumping. Use flexible roll-ups, charts, and reports to prepare your forecast meetings efficiently. Always in sync with Salesforce.
Review forecast calls with insights
Instantly see which deals are driving forecast calls. Drill down right from your roll-up and inspect deal risks with 50+ built-in signals.
Track forecast changes
See how each rep and team forecast call changes over weeks or months. Drill down into deals that drive the forecast change.
Compare pipeline development with targets
Track pipeline generation, coverage, and pacing against your revenue targets. Compare pipeline development against forecast calls to identify and act on gaps.
De-risk your pipeline & forecast
Adjust forecast calls to reflect deal and pipeline health. Discuss the next steps to close pipeline gaps.
What B2B revenue teams say
Forecast meeting features at a glance
Customizable views
Slice and dice your pipeline with custom filters, group-by logic, and deal signals for perfect overviews.
Deal signals
Use 50+ deal signals to track deal health. Configure alerts so reps and managers can take action.
Deal sidebar
Deal insights, activities, and more. Just one click to get perfect deal visibility with Weflow's sidebar.
Deal insights
Automatically track deal metrics, velocity, and buyer roles in one view.
Configurable deal alerts
Configure alerts based on any field or signal so reps and managers can take action.
Deal health score
Auto-calculate health scores from 0 to 100 for each deal in your pipeline. See potential risks early on.
Pipeline changes
Use waterfall analytics to see how your pipeline has changed. Drill into deals that caused the change.
Field change indicators
Simply hover over amount, close date, and many other fields to see how they changed.
