Reporting & Analytics

Report your forecast with interactive charts and reports

Weflow lets you analyze your pipeline, forecasts, and team performance with a few clicks.

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Trusted by CROs & RevOps in B2B SaaS companies
The Solution
Reporting & Analytics

See how you pace against
revenue goals

Compare forecast calls against quota goals, pipeline, and coverage. Drill down into deals to see what’s driving your forecast.

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Reporting & Analytics

Use waterfall analytics to see how and why your pipeline changes

Weflow automatically creates opportunity snapshots to help you track pipeline changes. Inspect opportunities that are driving the change in pipeline.

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Reporting & Analytics

Track forecast accuracy by rep
and team

Weflow automatically measures how accurately your teams forecasts. Identify sandbaggers and optimists to coach them toward higher forecast accuracy.‍

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Reporting & Analytics

Compare team performance with metrics and benchmarks

Weflow automatically tracks performance by rep, team, territories, and more. Compare metrics such as quota attainment, pipeline generation, win rate, and sales cycle.

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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

Reporting & Analytics features at a glance

Pipeline metrics

Weflow auto-calculates pipeline metrics for you. Identify gaps by comparing actuals and forecasts.

Interactive charts

Weflow's reports and charts show you what's driving the numbers. Get deeper insights with just one click.

Team benchmarks

Tracks performance by rep, team, territories, and more. Compare metrics side-by-side.

Pipeline coverage

Weflow lets you instantly see if your pipeline is on track to meet your revenue targets.

Quota comparison

Compare your roll-up and pacing against quota — from the entire revenue org down to individual reps.

Pacing

Compare calls, weighted forecasts, and AI predictions with closed & open pipeline to identify gaps early.

Waterfall analytics

See how and why your pipeline has changed. Inspect opportunities that drive the change in pipeline.

Forecast accuracy tracking

Weflow automatically measures how accurately your reps and teams forecasts.

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
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Use Cases

Covering every aspect of your revenue process

Capture

Activity Capture

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

Conversation Intelligence

Record and summarize meetings to auto-update Salesforce.
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Capture

Salesforce data capture

Automatically turn customer interactions into Salesforce updates.
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Convert

Deal execution

Automate repetitive tasks and drive deals forward proactively.
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Convert

Deal reviews

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

Pipeline inspection

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

Forecast roll-ups

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

Forecast predictions

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

Reporting & Analytics

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

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Trusted by top-performing revenue teams