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CRM sales forecasting

Accurately monitor, forecast and plan your sales funnel

Always know where to focus your sales efforts with clear data on which deals are most likely to make your business money. This is CRM sales forecasting.

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CRM sales forecasting
Why you need it

What is CRM sales forecasting software? 

Sales forecasting estimates how much sales revenue you’ll make over a set period of time. With accurate CRM data, it’s much easier to: 

  • Work out how likely a sales opportunity is to close 
  • Understand how much money each deal is likely bring into the business 
  • See when a deal will close 

An accurate forecast means you know which deals are most likely to convert. Allocate resources effectively to those projects and give leaders the figures they need to create an accurate budget and roadmap. 

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Features

How Workbooks CRM sales forecasting works 

Workbooks makes forecasting simple. Review every opportunity, decide how likely it is to close, then apply the right amount of resource.

Predict how likely each deal is to close

Predict how likely each deal is to close

Know how much revenue each deal is worth and identify how likely each deal is to close by automatically analyzing what happened with prospects in similar situations. Consolidate opportunities in multiple currencies into a single report.

Know your high priority deals and apply the right amount of resource

Know your high priority deals and apply the right amount of resource

Finding it tough to spread resources across opportunities? With CRM forecasting, you can easily track which deals are likely to close and apply resources based on that data. 

Clearly view the forecast status of your deals in your dashboard 

Clearly view the forecast status of your deals in your dashboard 

Track attributes of every opportunity, like which salesperson is working on it, which products you’re selling, potential gross margin, and location. See what you have achieved each quarter and the status and likelihood of outstanding deals. 

Track how successfully your sales team forecast

Track how successfully your sales team forecast

Analyze your sales team’s performance to see who is naturally optimistic or pessimistic when it comes to deals. Then train the team to ensure consistency across forecasting.  

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Pricing

Workbooks sales forecasting pricing

Sales forecasting is available through all CRM and Business editions of Workbooks. Check out our packages and pricing to decide what works for you.

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“With Workbooks CRM, a salesperson can look at their forecast in real-time and say, ‘these are my projects that are most important right now’. That’s made a huge difference.”

Rob O’Connell, Sales & Marketing Director, Russell Finex 
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