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.

Spot gaps in pipeline generation & coverage

Understand pipeline generation metrics and compare quota against pipeline coverage to uncover gaps.

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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.

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)