Sales Forecasting

Improve forecast accuracy with an efficient process.

Simplify your roll-up process - from individual reps, up to the top-line call.

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Loved by RevOps, revenue leaders, and reps alike

No more forecast surprises

Facing sudden drops in pipeline coverage? Chasing reps & managers to submit forecast calls? Using spreadsheets, BI, CRM, and gut instinct to get to your forecast?

Weflow simplifies the submission process, rolls up forecast calls, and makes it easy to compare calls against quota, pipeline pacing, and AI prediction.

Simplify the submission process

Reps and managers use Weflow to submit, review, and adjust their forecast calls. Set up automatic reminders to flag open submission tasks.

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Automated forecast roll-ups

Automatically roll up your forecast calls across teams and reps. Compare calls against quota, open pipeline, and coverage to spot and fix gaps.

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Compare actuals vs. forecast

Track forecast calls against quotas, open pipeline, closed-won, and AI predictions.

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Forecasting features at a glance

Automated forecast roll-up

View all of the forecasts for your organization and the associated roll-up down to each individual rep and deal.

Forecast submissions

Review, adjust & submit forecasts (reps & managers) based on deal insights to ensure your roll-up is most accurate.

Submission cadence & history

Configure a cadence to send reminders and track submission history.

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.

Loved by top-performing revenue teams

Benjamin 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.

Stephan Novalchuk

Revenue Operations Manager, Preply

Weflow enables users to swiftly manage their pipeline with ease, and much more.

Ian Unsworth

Business Development Manager, MindsDB

I save so much time using Weflow rather than Salesforce directly.

Rated #1 for Quality of Support

Sales Performance Management report,
Enterprise, Spring 2023

Rated #1 for Ease of Use

Sales Performance Management report,
Mid-Market, Winter 2023

Chris Mackinnon

VP of Revenue Operations, Zeotap

We have much better visibility as a management team, our current quarter forecast is always up-to-date, and we are now tracking sales emails and activities a lot better.

Andreas Bodczek

CEO, IDnow

We improved our forecasting accuracy because Weflow syncs pipeline updates from our reps automatically.

Robert Anders

VP, Cremanski & Company

Must-have for every sales tech stack.

Rayson Chia

Revenue Operations Manager, Zeotap

We’ve been using it for a few months now and the AEs absolutely love it.

Marc Ahr

CSO, Bendesk

Spend less time doing (annoying) data entry into Salesforce and be on top of opportunities/tasks to win more deals.

Rated #2 for Ease of Setup

Sales Performance Management report,
Spring 2023

Kole Stanley

Expansion Account Executive, Podium

With Weflow, I close more deals efficiently.

Respects your custom Salesforce setup

Our deep, API-first Salesforce integration respects your custom logic automatically so you can continue to customize your instance.

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  • Custom fields & objects
  • Field dependencies
  • Validation rules
  • Permissions
  • Flows

#1 for Ease of Use in Sales Performance Management report (G2)

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