Don't miss out: Claim a free 90-minute CRM Success Workshop now

Learn more
Support Sign In Try for free
Workbooks
Product Features
Services
Implementation
By Need
By Industry
By Competitor
Company
Resources / Discover
Updates
Workbooks
Product Features
Services
Implementation
By Need
By Industry
By Competitor
Company
Resources / Discover
Useful Links

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.

Book a demo
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. 

Book a demo
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.

Opportunity management

Opportunity management

  • Track every deal with clear visibility of stage, value and close date
  • Upload your product or service catalogue for up-date-pricing
  • Receive alerts to keep deals tracking in the right direction
Reports

Reports

  • Drill-down into forecasts to analyze performance by rep, team or segment
  • Highlight risks and gaps in the pipeline early
  • Performance tracking against targets and forecasts
Pipeline management

Pipeline management

  • Gain clear visibility of all deals across your sales pipeline
  • Consolidate multi-currencies into a single report
  • Improve forecasting accuracy with a structured pipeline view
Dashboards

Dashboards

  • Combine multiple reports into a single unified view
  • Slice and dice data to gain an understanding of pipeline by sales rep, region, industry or product
  • Real-time forecasting based on live pipeline data
Historical trend analysis

Historical trend analysis

  • Improve forecast accuracy using historical patterns
  • Identify seasonality and recurring trends in revenue and sales cycles
  • Supports better strategic planning with data-backed insights
Book a demo

We're recognized by G2 as a High Performer in the US, UK and EMEA.

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.

Check out pricing

“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 
Check out the case study

Frequently Asked Questions

How does a CRM help make sales forecasting more reliable?

Here are some of the ways Workbooks CRM helps ensure sales forecasting is accurate and reliable.

1. Get a clearly defined sales funnel

With visibility of your whole sales funnel, it’s easy to understand how many potential clients are in the pipeline.

2. Use past data to predict what comes next

With insights into your past successes, sales velocity and conversion rate, it’s easier to predict the success of your current sales forecast.

3. Predict which customers will renew their contracts

With a CRM you can automate the entire subscription and renewal process. Automatically remind your customers when their subscription is due, removing human error from the process as well as helping to keep your renewal rates high.

4. Keep your data healthy

Use workflows and alerts to automatically identify when information is incomplete or incorrect. You’ll easily be able to spot missing key numbers, such as a prospects budget and number of employees. This means your forecasting is based on accurate data.

Check out more ways

What are the benefits of sales forecasting tools?

  • Know which deals are most likely to close and have the highest value
  • Improve resource planning by assigning the right quantity to the most valuable deals
  • Track forecasting data easily in a simple dashboard
  • Stay on top of your sales team’s performance
  • Use past data and scenarios to predict what will happen with upcoming opportunities

Explore all core features

CRM reports & Dashboards Sales Order Processing Marketing Automation

See the no bullsh*t CRM in action

Want to see what a CRM looks like without a sales pitch? Guide yourself through Workbooks with our interactive demo. No data or details needed to get started. Prefer to talk to someone? Request a demo instead.

Start interactive demo Request a demo