Sales Forecasting

Run an efficient & data-driven sales forecasting process

Create process alignment, increase visibility, and establish accountability for confident and accurate forecasting.

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Loved by fast-growing B2B companies

Submit, review, and adjust forecast calls efficiently

Reps and Managers use Weflow to submit, review, and adjust their forecast calls.

  • Set automatic email reminders to ensure process rigor
  • See what's driving the call with deal-by-deal submission
  • Track week-on-week changes of forecast calls
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Inspect deals that drive your forecast

Use warnings, signals, and insights to see which opportunities create risk for your forecast.

  • 50+ signals like multi-threading, next meeting scheduled, 
close date pushed, etc.
  • Analyze the number of emails sent/received, files exchanges, and meetings scheduled with activity insights
  • See who and if the right stakeholders are involved with 
Weflow's contact insights
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Configure & automate
forecast roll-ups

Automatically roll up forecast calls across your role hierarchy.

  • Create multiple forecast roll-ups (new logo, renewal, etc.)
  • Compare calls against revenue targets, quota goals, closed & open pipeline, and coverage
  • Inspect opportunities from roll-up drilling down into signals & insights
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See how you're pacing against goals

Weflow automatically creates opportunity snapshots to help you track pipeline changes.

  • Compare calls, weighted forecasts, AI predictions with closed and open pipeline to identify gaps early
  • Analyze how your pipeline is pacing WoW, or MoM with opportunity snapshots
  • Inspect opportunities that are driving the change in pipeline
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Track forecast accuracy

Weflow automatically measures how accurately your teams forecast the month and quarter.

  • Measure accuracy by rep and manager
  • Identify sandbaggers & optimists
  • Coach reps & managers to improve forecast accuracy‍
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Forecasting features at a glance

Automated forecast roll-up

View the forecast calls for your organization and   the associated roll-up down to each individual rep and deal.

Forecast submissions

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

Submission cadence & history

Configure your forecast cadence and set a time period and frequency.

Deal-by-deal submissions

Submit forecast calls on a deal-by-deal basis.

Track change

See how each individual forecast call changes each week or month, depending on your submission cadence.

Multiple forecast roll-ups

Configure multiple forecast roll-ups (e.g., new logo, renewal forecast).

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.

How do you forecast today?

Spreadsheet
Submit forecast call
Submission email reminders
Automated roll-ups
Deal-by-deal submission
Track change (calls, adjustments)
Inspect opportunities from roll-up
Opportunity snapshots multiple times per day
Track pipeline development each week
Track forecast accuracy
Syncs with Salesforce in real-time
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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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It's free. No credit card required.
  • Custom fields & objects
  • Field dependencies
  • Validation rules
  • Permissions
  • Flows

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.

Still unsure?

We get it. You want to make sure you’re getting the right tool to fit your needs. Let’s talk about it - we’d love to show you why top revenue teams are running with Weflow.

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Trusted by top-performing revenue teams