Pipeline Management & Analytics
Spot and fix pipeline gaps
Understand pipeline health, coverage, and risks to take action where needed.
Loved by RevOps, revenue leaders, and reps alike
Pipeline is your lifeline
Pipeline coverage changing out of nowhere? Key deals slipping or staling without notice? It’s hard to hit target without clear visibility into pipeline health.
Weflow helps you track pipeline changes, spot gaps in pipeline generation & coverage, and drive performance with benchmarks.
Track pipeline changes
Compare changes across time periods. Understand which deals are new, upgraded, downgraded, or pushed. Filter by owner, team, timeframe, record type, or any other Salesforce field.
Drive performance with benchmarks
Compare performance metrics like pipeline generation, coverage, win rate, deal size, and sales cycle length by reps, teams, territories, and more to drive revenue performance.
Pipeline management features at a glance
Pipeline changes
Understand how your pipeline has changed across previous time periods with waterfall charts. Filter by rep, team, record type, or any other Salesforce field.
Pipeline pacing
Track how your current pipeline is pacing against your monthly, quarterly, and annual goals.
Pipeline metrics
Understand metrics such as win rate, stage conversion rates, ACVs, and more. Filter by rep, team, record type, or any other Salesforce field.
Current and next-period coverage
Compare current and next quarter pipeline generation and coverage.
Performance benchmarks
Track performance by comparing metrics by reps, teams, territories, and more.
Deal drill-down
Drill down on deal level on all dashboards.
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.
Sales Performance Management report,
Enterprise, Spring 2023
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.
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.
- Custom fields & objects
- Field dependencies
- Validation rules
- Permissions
- Flows