Pipeline reviews

Use deal insights & warnings to
de-risk your forecast

Weflow lets you run data-driven pipeline reviews instead of relying on gut feeling and hearsay.

Trusted by CROs & RevOps in B2B SaaS companies
The Problem

If your pipeline reviews rely on gut feeling,
your forecasts are off.

Poor visibility
Risky deals enter forecast
Incorrect metrics & reports
The Solution

Run data-driven pipeline reviews in 4 steps:

1
Prepare

Create flexible pipeline views

Slice and dice your pipeline with custom filters. Group by rep, stage, product, or any other Salesforce field to create perfect pipeline overviews.

2
Inspect

Inspect deals with insights

Weflow enriches your pipeline with 50+ signals to help you identify stalling, slipping, and pushed deals. Add your own warnings for even better visibility.

3
Track

Track pipeline changes

Weflow creates opportunity snapshots to help you track pipeline changes. Drill down into deals that drive the change. See how rep and team forecast calls develop over time.

4
De-risk

De-risk your pipeline & forecast

Adjust forecast calls to reflect deal and pipeline health. Discuss the next steps and coach your reps towards closed-own.

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

Pipeline review 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 insights

Automatically track deal metrics, velocity, and buyer roles in one view.

Deal sidebar

Deal insights, activities, and more. Just one click to get perfect deal visibility with Weflow's sidebar.

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.

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 forecast process

Capture

Activity Capture

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

Deal hygiene

Guide reps to deal hygiene with templates, workflows, and alerts.
Learn more
Review

Pipeline reviews

Review pipelines and deals to de-risk your forecast.
Learn more
Review

Forecast meeting

Run effective forecast meetings with less prep work and tool jumping.
Learn more
Submit

Forecast submission & roll-up

Submit, adjust, and roll-up forecast calls with ease.
Learn more
Predict

Forecast prediction

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

Reporting

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. Start your 14-day free trial with a quick onboarding session.

Get free trial

Trusted by top-performing revenue teams