Reporting & Analytics

Report your forecast with interactive charts and reports

Weflow lets you analyze your pipeline, forecasts, and team performance with a few clicks.

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Trusted by RevOps & CROs in fast-growing companies
The Solution
Reporting & Analytics

See how you pace against
revenue goals

Compare forecast calls against quota goals, pipeline, and coverage. Drill down into deals to see what’s driving your forecast.

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Reporting & Analytics

Use waterfall analytics to see how and why your pipeline changes

Weflow automatically creates opportunity snapshots to help you track pipeline changes. Inspect opportunities that are driving the change in pipeline.

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Reporting & Analytics

Track forecast accuracy by rep
and team

Weflow automatically measures how accurately your teams forecasts. Identify sandbaggers and optimists to coach them toward higher forecast accuracy.‍

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Reporting & Analytics

Compare team performance with metrics and benchmarks

Weflow automatically tracks performance by rep, team, territories, and more. Compare metrics such as quota attainment, pipeline generation, win rate, and sales cycle.

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Customers

What B2B revenue teams say

RevOps
Chris MacKinnon
VP Revenue Operations
“With better data and an efficient process, we increased our win rate by 12% and forecast the quarter within 7%.”
Executive
Andreas Bodczek
CEO @ IDnow
"Weflow gives us better visibility and predictability of our business."
Sales leader
Ben 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.”
Features

Reporting & Analytics features at a glance

Pipeline metrics

Weflow auto-calculates pipeline metrics for you. Identify gaps by comparing actuals and forecasts.

Interactive charts

Weflow's reports and charts show you what's driving the numbers. Get deeper insights with just one click.

Team benchmarks

Tracks performance by rep, team, territories, and more. Compare metrics side-by-side.

Pipeline coverage

Weflow lets you instantly see if your pipeline is on track to meet your revenue targets.

Quota comparison

Compare your roll-up and pacing against quota — from the entire revenue org down to individual reps.

Pacing

Compare calls, weighted forecasts, and AI predictions with closed & open pipeline to identify gaps early.

Waterfall analytics

See how and why your pipeline has changed. Inspect opportunities that drive the change in pipeline.

Forecast accuracy tracking

Weflow automatically measures how accurately your reps and teams forecasts.

Integration

Plug-and-play Salesforce integration to get started in minutes, not weeks

Real-time, two-way Salesforce integration (SSO)
Respects your custom Salesforce logic out-of-the-box
Maps your Salesforce fields automatically
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Weflow AI

AI agents doing the busywork while your team sells.

AI Notetaker

Records, transcribes, and summarizes meetings so your reps can focus on selling.
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AI Field Updater

Updates Salesforce fields like MEDDIC, next steps, and more from meeting recordings.
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AI Email Composer

Writes follow-up emails after meetings so reps can get them out faster.
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AI Coach

Analyzes recordings and gives feedback to help your reps run better sales meetings.
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AI Deal Reviewer

Analyzes deals and provides insights into deal progression and risks.
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AI Deal Predictor

Analyzes deals and predicts the outcome so you improve forecast accuracy.
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AI Deal Monitor

Surfaces deal risks and warnings so your team can take action.
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AI Activity Mapper

Captures and maps emails, meetings, and contacts to the right Salesforce record.
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AI Forecast Projector

Analyzes deal and pipeline health to forecast outcomes.
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Try before you buy

We get it. You want to make sure you’re getting the right tool to fit your needs. That's why you should try before you buy. Get your 14-day free trial today.

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Trusted by top-performing revenue teams