Deal Intelligence & Forecasting
Manage deal and forecast health with AI insights and analytics.
Get full deal and pipeline visibility to advance deals and forecast accurately.
Automate Salesforce deal hygiene with AI
Use AI insights to review deals and spot risks
Run an efficient forecasting and roll-up process
.svg)
%201.svg)
.webp)
Automate Salesforce data hygiene with AI to get clear deal visibility
Get reliable Salesforce data on autopilot with AI field updates and automated activity tracking.
- Use AI to auto-update key fields like MEDDIC or next steps
- Auto-capture deal activities like emails and meetings
- Auto-create buyer contacts in Salesforce
Use 50+ AI insights to review deals and spot risks
With clean deal data and AI insights, reps and managers can focus on advancing deals.
- See which deals need action and why
- Analyze deal velocity with activity insights
- See if the right stakeholders are involved
.avif)
Run an efficient forecast submission process. Roll-up calls automatically.
Reps and Managers use Weflow to submit, review, and adjust forecast calls efficiently.
- See what's driving the call with deal-by-deal submission
- Automatically roll up forecast calls across your role hierarchy.
- Track week-on-week changes of forecast calls
Deal Intelligence & Forecasting
features at glance
AI deal insights
50+ AI deal risk indicators, velocity insights, signals, and buyer roles help you understand deal health at a glance.
AI deal score
Get an AI health score from 0 to 100 for every deal. See what's going well, what's not, and what to do next - in one view.
Configurable deal warnings
Set custom alerts for the signals that matter most to your team. Get notified when deals stall or miss key milestones.
Ask Weflow AI
Ask anything about your calls, deals, accounts, or pipeline and get instant answers.
Pipeline Analytics
Track your pipeline with 30+ pre-built metrics and dashboards like pacing, waterfall, stage conversions, and more.
Deal-by-deal submissions
Submit forecast calls on a deal-by-deal basis. Review, adjust, and submit forecasts efficiently.
Automated forecast roll-up
View forecast calls across your org with automatic roll-ups. Run multiple roll-ups for new logo, renewal, and more.
AI forecast prediction
Weflow's AI combines historical and current deal and pipeline data to predict a forecast corridor.
Opportunity snapshots
Weflow automatically snapshots your deals and pipeline. See exactly what changed, when, and why.
Admin console
Configure multiple forecasts, your forecast cadence, team hierarchy, and more — all from one central place.
Quotas & Pacing
Track how you're pacing against revenue goals and spot gaps to quota across your pipeline and forecasts.
2-way Salesforce sync
Our real-time, two-way sync respects your setup (validations, permissions, custom objects, etc.) out-of-the-box.
What B2B revenue teams say
See Weflow's Deal Intelligence & Forecasting in action
Start the self-guided tour to explore Weflow.
The best Salesforce Pipeline Management alternative
