Forecasting Framework

Forecasting has never been just about numbers; it's about understanding potential and finding paths to prospects. From historical overviews to granular insights, our forecasting features will help you set realistic and accurate targets.

Forecast forward

Because data should always guide, never just guess. Engineer forecasts defined by real-time data. Analyze opportunities in the pipeline, historical data, and team performance to lock in on realistic targets.

A monthly forecast chart with real-time metrics

Forecasts that bend, never break

Businesses aren't static—and neither should your forecasts be. Redefine targets on the basis of changing market conditions or sales realities to align goals with performance. Keep your strategies flexible and always moving forward.

Target achievement report with sales performance based on which further targets can be adjusted

Fiscal forecast flexibility

Build forecasts for teams or individuals. Create conditions based on specific pipelines. Tailor forecasts for different fiscal periods—monthly, quarterly, or annually. Track metrics that matter, like deal revenue, product quantities, or licenses sold. Because precision is never one-dimensional.

Forecast list drawn for different time periods - monthly and quarterly

Big picture, small details

Zoom out for overview, and in for impact. A top-down hierarchical view offers clarity across your business structure. Bottom-up forecasting focuses on teams, roles, or individuals. With dynamic dashboards, visualizing quotas, trends, and gaps has never been easier.

Target achievement report in a top-down view

Know what counts; focus on what matters

Not all deals are created equal. Split pipelines into "Committed," "Best Case," and "Open Deals" to spotlight opportunities that will help you meet your goals.

Split of current deals into Pipeline, Best Case, Committed, and Closed for realistic target setting