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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
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
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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Track how you pace against
revenue 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
What B2B revenue teams say
Forecasting & Analytics 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.
See Weflow's Forecasting & Analytics in action
Start the self-guided tour to explore Weflow.
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