Leaders spend the meeting on deals at risk instead of rebuilding the spreadsheet.
Forecast from the pipeline
Each deal contributes by stage, age and your history of win rates. Leaders can compare the calculated forecast with rep commits.
- Forecast by rep, team and region
- Commit, best case and pipeline
- Win rates by stage and source
- Quota attainment
Risk you can open
Deals that slipped, went quiet or skipped a stage appear in a risk list with the owner and last activity.
- 1 Data collected
- 2 Definitions applied
- 3 Dashboard refreshed
- 4 Manager reviews
- 5 Actions assigned
Trends over time
See how the forecast moved week to week and which deals moved it, so surprises at quarter end become rare.
✕Forecasts from rep emails
✓Forecasts from live deals
✕Risk found at quarter end
✓Risk list every week
✕Region sheets merged by hand
✓One dashboard for every region
The system handles
- Refreshing dashboards
- Tracking stage changes
- Sending weekly summaries
Your people decide
- Forecast calls
- Coaching reps
- Setting targets
