Forecasting

Move beyond outdated spreadsheets and unreliable gut feelings. Pipeliner CRM empowers your sales leaders to accurately predict sales, set achievable targets, and take decisive, dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning.-driven action to propel revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. growth. Pipeliner ForecastingForecasting Forecasting is a prediction or calculation of a trend or event likely to occur in the future based on qualitative, quantitative and historical data as well as emergent but relevant factors. removes the uncertainty, giving you precise control over your sales outcomes and a clear path to predictable success.

See Your Future Revenue, Today

Gain unparalleled clarity into your projected revenue with Pipeliner CRM’s dynamic forecasting tools. Plan and review both gained and projected revenue with precision for individual users, sales units, specific products, productProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. categories, and across selected time periods. Our flexible system allows you to forecast not just by standard Opportunity Value, but also by custom metricsMetrics Metrics are quantities that are measured and used to: like count, quantity, or even non-currency units such as “Tonnes,” ensuring your forecast truly reflects your business.

Comprehensive Revenue Planning: Plan and review revenue (gained and projected) for Users, Units, Products, and Product Categories.
Flexible Timeframes: Forecast across Monthly, Quarterly, or Yearly periods.
Customizable Forecast Metrics: Beyond Opportunity Value, forecast by count, quantity, or unique non-currency units.
Real-time Revenue Visibility: Get an instant snapshot of your projected sales landscape.
Proactive Strategic Adjustments: Identify trends and make informed decisions to optimize revenue generation.

Build Forecasts That Fit Your Business (Not the Other Way Around)

Pipeliner CRM’s forecasting engine is designed to adapt to your unique business structure. Emphasize customizable hierarchies up to 5 levels – whether flat or roll-up – for Users, Sales Units, Products, Product Categories, or Accounts. Select specific date fields (Closing Date, custom dates, Product Line Item Date) and value fields to ensure your forecast aligns precisely with your sales processSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology.. Plus, powerful filtering capabilities allow you to include only the specific records crucial to your analysis.

Flexible Hierarchy Support: Configure up to 5 levels (roll-up or flat) for Users, Units, Products, Categories, or Accounts.
Custom Date Field Selection: Choose relevant date fields (Closing Date, custom, Product Line Item Date) for accurate projections.
Tailored Value Fields: Select the exact value fields that matter most to your forecasting needs.
Precision Filtering: Include only specific records in your forecast for focused analysis.
Business-Specific Forecasting: Ensure your forecast truly reflects your operational structure and data.

Set Intelligent Quotas & Drive Performance

Elevate your sales performance with intelligent quotaQuota Quota is a predefined benchmark indicating the amount of sales a selling unit such as a sales rep or a regional sales team should achieve within a given period, often used as a measure of success, performance and eligibility for commissions and other rewards. setting in Pipeliner CRM. Easily create and assign quotas, and watch as committed forecast values directly populate UserUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. Target Settings within your Opportunity pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process.. Our system offers flexible options for splitting quotas – whether Evenly, By Historical Performance, or through manual entry. Refine quotas by percentage and plan them over periods, leveraging insights from Previous Period, Average Performance, or Weighted Average Performance. Plus, now you have the ability to pull Quota values directly from existing User Targets for even greater efficiency.

Dynamic Quota Creation: Easily create and manage sales quotas for individuals and teams.
Committed Forecast Integration: Forecast values seamlessly populate User Target Settings for accurate tracking.
Flexible Quota Distribution: Split quotas Evenly, By Historical Performance, or enter them manually.
Performance-Driven Quota Refinement: Refine quotas by percentage and plan them using historical data.
Efficient Quota Management: Pull Quota values directly from existing User Targets for streamlined setup.

Unlock Deeper Insights with a Click

Every number in Pipeliner’s forecast is a gateway to deeper understanding. Our real-time Drill Down feature allows you to instantly explore the underlying data behind any numerical field. When you drill down, an actionable List View appears, enabling you to update records, perform bulk updates, run Automatizer processes, enroll in Email Sequences, and even inline edit for immediate adjustments. Plus, seamlessly switch between Chart and Pipeline tabs within the drill-down for different analytical perspectives.

Instant Drill-Down Functionality: Explore the source data behind any forecast number.
Actionable List View: Update records, perform bulk updates, and leverage automation directly from the drill-down.
Seamless Integration: Run Automatizer processes and enroll records in Email Sequences from the drill-down.
Flexible Data Visualization: Toggle between Chart and Pipeline tabs for diverse analytical views.
Real-time Data Manipulation: Make immediate adjustments and updates directly within the forecast view.

Predict with Confidence

Gain an extra layer of confidence in your projections with Pipeliner’s AI-driven Prediction for Won value, powered by the robust ARIMA method. This intelligent insight provides a data-backed estimate of your likely revenue. Easily compare various values against your set Quota, such as Open Value vs. Quota, to quickly identify potential gaps and opportunities, ensuring you’re always on track to meet your targets.

AI-Powered Won Value Prediction: Leverage intelligent, data-backed forecasts using the ARIMA method.
Confidence in Projections: Gain a stronger sense of accuracy for your anticipated revenue.
Quota vs. Value Comparison: Easily compare Open Value against your set Quota to identify progress.
Proactive Gap Identification: Quickly spot discrepancies and take corrective action.
Data-Driven Confidence: Make more informed decisions based on advanced predictive analyticsPredictive Analytics Predictive Analytics refers to the field or tool that uses historical data, statistical models, emergent trends and other information to formulate an informed forecast about the future, usually with regards to the performance, growth, or feasibility of a business..

Global Sales? No Problem.

For international teams, Pipeliner CRM’s multi-currency options simplify global forecasting. Choose your preferred forecast currency, and all values will automatically convert, providing a unified and consistent view of your international sales projections. This feature is ideal for businesses operating across different regions and currencies, ensuring accuracy and clarity no matter where your sales happen.

Multi-Currency Support: Forecast in your preferred currency for global consistency.
Automatic Currency ConversionConversion Conversion is the process of turning a target consumer into a paying customer; or more generally, the point at which a user performs a specific action favorable to a marketer or a seller.: Values automatically convert for seamless international reporting.
Unified Global View: Gain a clear, consistent overview of worldwide sales projections.
Ideal for International Teams: Simplify forecasting complexities for multi-region operations.
Enhanced Financial Clarity: Ensure accurate financial reporting across diverse currencies.

Advanced Revenue Planning

Go beyond simple closing dates with Pipeliner’s Opportunity Revenue Recognition feature. This advanced capability allows you to forecast projected revenue over different time periods, even if the deal closes on a single date. Perfect for subscriptions, long-term contracts, or projects with staggered payments, this ensures a more precise and realistic view of your incoming revenue streams over time.

Flexible Revenue Recognition: Forecast projected revenue over various time periods, not just the closing date.
Accurate Staggered Revenue: Ideal for subscriptions, contracts, or projects with multiple payment milestones.
Precise Revenue Stream Analysis: Gain a more realistic view of incoming funds over time.
Enhanced Financial Planning: Improve long-term financial forecasting and resource allocation.
Customizable Revenue Allocation: Distribute revenue across different periods as needed.

Collaborate Securely & Track Everything

Pipeliner CRM ensures your forecast data is always secure and transparent. Control who can edit forecasts with granular user permissions. Our comprehensive Forecast Value Changes audit trail provides a complete history of every modification, ensuring accountability and data integrity. Plus, robust sharing options – Private, Custom, and Public – allow you to collaborate effectively while maintaining control over sensitive information.

Granular User Permissions: Control who can view and edit forecast data securely.
Comprehensive Audit Trail: Track every change to forecast values for full accountability.
Enhanced Data Integrity: Ensure the accuracy and reliability of your forecast data.
Flexible Sharing Options: Share forecasts Privately, with Custom teams, or make them Public.
Secure Collaboration: Work together on forecasts while maintaining data security.