What is sales forecasting?

Sales forecasting helps leaders estimate sales revenue by predicting the amount of a product or service a sales team will sell. Accurate forecasts are particularly handy for companies that want to promote confidence in their operations and establish market credibility. They also enable sales leaders to scale hiring and investment alongside growth.

Sales forecasting software

Forecast sales to strengthen your sales pipeline

Without a clear picture of business costs and revenue, it can be hard to manage cash flow and plan appropriately for future growth.

Forecasting helps guide your sales by revealing which activities and deals you need to focus on to meet targets.

Pipedrive’s sales forecasting software lets you project future revenue quickly and easily to achieve your goals and grow your company.

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Pipedrive’s sales forecasting software features and add-ons

Ditch the busywork with Pipedrive’s powerful automations. Produce accurate sales forecasts with real-time reports and complete sales pipeline visibility thanks to Pipedrive’s key features.

Inform your decisions with metrics

Adjust your strategy and brief your sales teams with new objectives. Pipedrive’s CRM software collects important metrics, allowing you to make adjustments to ensure you hit sales targets.

Change offers based on past performance

Gain full insight into historical sales performance and the success of past sales activities to make changes where necessary. Tweak pricing, promotional offers and new product landing pages using accurate performance history.

Set clear goals based on historical data

Look at past performance and activities to predict what you can accomplish in the future. Create team sales goals based on deals or activities and specify them by adding assignees, types, pipelines, durations and intervals.

Capture up-to-date views of every deal

Fuel your forecasting process with hard data. Pipedrive’s sales forecasting software provides visibility into every buyer interaction so you can make trusted and valuable revenue forecasts.

Predict cash flow with recurring revenue reports

Keep track of all your subscriptions and repeat customers. Foresee deal, team and client revenue in the forecast view to report cash flow with confidence.

Keep your data organized with a custom dashboard

Say goodbye to messy Excel spreadsheets. Put together interactive dashboards to easily communicate your most critical benchmarks.

The benefits of sales forecasting software

The best sales forecasting software helps managers keep tabs on their sales teams and uncover opportunities to optimize their sales process. Here are four ways you can benefit from sales forecasting software:

Nurture your reps: Get insights into reps’ performance so sales managers know when to offer feedback.

Gain boardroom buy-in: Generate forecast reports to reassure stakeholders and bolster your business plans.

Predict future revenue: Use previous sales performance to accurately predict future sales.
Minimize risk: Identify weak points and make better business decisions with a high-level view of your sales data.

Optimize your sales planning

Reliable sales forecasting is key to any sales strategy. Our state-of-the-art system extracts data to give you clearer, more insightful data overviews.

Order ongoing deals by likely close date and compare them to closed deals to adapt your course accordingly.

Great for salespeople and managers alike

Sales managers can use the forecasting view as their main dashboard to avoid digging into individual pipelines. Salespeople can benefit from the detail and clarity that comes with individual views.

Customization to suit your needs

Each business has a unique work style and should set up sales forecasting tools accordingly.

Pipedrive lets you fully customize the forecasting view and filter for products, date started and much more. See your closed deals arranged by delivery or implementation date.

Monitor every deal in your pipeline

The more deals you have in your sales pipeline, the harder it can be to keep track of their most important metrics.

Forecasting software allows managers to grab specific sales metrics across their entire pipeline. Check average sales cycle length, keep an eye on revenue fluctuations and identify gaps in your deal stages.

See how your reps are performing

Your reps are the core of your sales operations. It’s crucial to check in with them regularly and provide support when needed.

Sales forecasting software helps you spot sales reps with high win rates and those who could use your help. Curate tailored training for reps who are falling behind to maintain your sales pipeline health.

Get more from your CRM forecasting solution

Gather useful information and make accurate forecasts with powerful add-ons that boost your CRM’s functionality.

Wingman

Unlock better customer data insights to drive your sales forecasting by capturing, transcribing and analyzing customer conversations using artificial intelligence. Add context to your conversations and benefit from AI sales forecasting software with Wingman.

Xero

Understanding your cash flow is crucial for forecasting accuracy. Streamline your operations by feeding spending and payment data straight into your accounting software. Automate payment reconciliation and bookkeeping with Pipedrive’s Xero integration.

Zapier

Finding a CRM that integrates with your tools is no easy feat. With Zapier, you can connect your CRM to more than 3,000 other apps and platforms. Automate your workflows with Zapier and Pipedrive.

Outfunnel

Gather data and empower marketing and sales to sell smarter. Record website visits, emails and forms to your CRM system and convert casual browsers to loyal customers. Never miss an opportunity with Pipedrive and Outfunnel.

Slack

Coordinate your sales and marketing efforts and collaborate with other team members in Slack. Automatically share all the relevant information when deal stages update with the Dealbot for Slack app.

Campaigns by Pipedrive

Get in-depth insights into the success of your email marketing. Send and track high-quality email campaigns from your Pipedrive account with the Campaigns add-on.

LeadBooster add-on

Get more leads with this powerful and easy-to-use lead generation toolset. In addition to Chatbot and Live Chat you can engage inbound leads with your Web Forms, or find outbound leads with Prospector. LeadBooster can be added to any Pipedrive CRM plan. This add-on includes:

Chatbot

Live Chat

Prospector

Web Forms

Chatbot

Live Chat

Prospector

Web Forms

Starting from

$32.50

per company per month, billed annually
or $39 per company per month, billed monthly

Learn more

How Kovai.co grew their Document360 sales team by 50%

Document360’s builders Kovai.co needed a tool to help with accurate sales forecasting.

With an ever-growing pipeline, Kovai.co turned to Pipedrive for a professional and intuitive solution. Thanks to Pipedrive’s clarity and functionality, the Document360 sales team has grown by 50% and is adding new customers every month.

“All industries need to know if their sales pipelines are healthy, and all salespeople have to build a structure to help them reach their targets. Pipedrive is ideal for that.”

Read the case study

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