Sales Forecasting
Predict Revenue. Plan Smarter. Grow Faster.
WHSuites sales forecasting software provides an intelligent solution that integrates directly with your existing customer relationship management software. Our sales forecasting application provides your sales team with insights and visibility into your prospects and opportunities.
Because of this integration, you can create a more accurate sales prediction without having to rely on guesswork. Additionally, WHSuites provides pipeline visibility into revenue predictions and provides your company with the ability to hit sales targets consistently.
- Pipeline-based Revenue Forecasting
- AI Driven Deal Scoring
- Real-time Forecast Dashboard
Teams Using WHSuites
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From Pipeline to Prediction — In 5 Steps
The WHSuites sales forecasting software provides a standardized step-by-step approach to converting your raw pipeline data into accurate revenue predictions, which are automatically and easily created without having to spend time creating complex spreadsheets or making guesses.
Collect Your Pipeline Data
As you enter new deals into the WHSuites pipeline, each deal's value, stage, close date, and probability of being successful are all recorded automatically to help build your sales revenue forecasting data.
Set Your Deal Stage Weights and Probabilities
WHSuites allows you to assign weighted probabilities to each deal stage in your WHSuites CRM pipeline to generate a more accurate revenue forecast of each deal stage based on the weighted probability.
Implement AI-Powered Forecast Models
Utilizing historical data, WHSuites is capable of producing predictive sales forecast analytics. The program also utilizes seasonality and deal-health indicators when producing more precise predictive sales analytics.
Access Real-Time Forecast Dashboards
Sales managers and leaders can monitor up-to-date predictive sales analytics using the visual forecasting dashboards, which allow users to see how their actual sales revenue compares to their organization’s forecasted revenue.
Analyze, Adjust, and Improve
WHSuites provides sales forecast accuracy comparisons between predictive sales forecast analytics and actual sales results. The insights generated from these comparisons help teach/mentor sales team members.
Ready to Forecast Your Revenue?
Join 12,000+ sales teams already using WHSuites CRM.
Everything You Need to Forecast Sales Like a Pro
WHSuites provides a fully integrated CRM system that allows users to track their sales pipeline, sales team performance, and revenue targets in one convenient location, rather than using multiple programs to perform each of these functions.
With WHSuites, revenue sales forecasts can be calculated and benchmarked directly from the live sales pipeline in your organization’s CRM system. Users can segment role-based sales forecasts based on deal stage, territory, product line, or individual sales rep. In addition, every predicted sales revenue forecast is automatically updated whenever the live sales pipeline changes; therefore, manual entry is not required. Users can also compare the health of their current live revenue sales pipeline against their historical sales pipeline by overlaying historical data from the last two years.
Through WHSuites, you will be able to evaluate your sales forecasts by individuals, teams or departmental divisions. As a manager, you can visualize who is on track and who has fallen off the path toward success. You’ll also discover any areas in which you may not have a firm customer commitment. With this amount of visibility, coaching becomes much more focused and leads to forecast accuracy improvement over time.
You will receive total visibility of your company’s projected revenue ticket sales through WHSuites’ sales forecast analytic reporting capabilities. With this capability, you’ll be able to compare your actual performance with your forecasted performance, monitor your pipeline coverage ratios, and identify deals that are likely to be lost before they’re gone. Additionally, you’ll be able to export forecast reports instantaneously to share with business unit leadership and/or the board.
AI-Powered Sales Forecasting — Know What's Coming Before It Arrives
The majority of the time that you miss out on revenue is not some terrible surprise for you. Missing revenue opportunities are simply pipeline problems that are easily identifiable. WHSuites utilizes an artificial intelligence software solution—which is powered by solid historical patterns—to enable you to accurately identify potential revenue losses within your pipeline before they happen.
- Automatic deal scoring based on engagement signals and pipeline activity
- Updated win probabilities throughout the lifespan of the deal
- Historical trend analysis which identifies seasonal and cyclical trends
- Risk flags for deals that may fall behind
- Forecasts rolled up by region, product, team, or campaign
- Access to WHSuites AI-Powered Sales Forecasting capabilities
Commit Forecasting — Lock In Numbers Your Leadership Can Rely On
Poorly forecasted results lead to bad hiring, missed planning for inventory, and a lack of confidence from investors.
- 3 different types of forecast categories: Committed, Best Case, Most Likely
- Override capability. Both reps and managers can enter manual forecast adjustments through notes
- Workflow for submitting forecasts for the signature approval by Executive Leadership
- Automatic notifications are sent to Sales Reps when changes occur in the pipeline, threatening committed forecast targets
- Fully integrated with Goals and Quota Tracking for complete revenue management
Data That Proves the Difference
Real Results from the WHSuites CRM Sales Forecasting Tool Being Utilized by Real Teams Every Day
35%
More Accurate Revenue Forecasts
Compared with their previous manual method, Teams with WHSuites have reported a 35% increase in revenue forecast accuracy.
2x
Faster Pipeline Review Process
By utilizing the Live dashboard from the WHSuites CRM, Teams complete their weekly pipeline review process in half the time due to being able to surface properly.
50%
Fewer Revenue Surprises
Through the AI-powered deal scoring, Teams can identify all at-risk deals early in their life cycle and positively affect the gap in revenue with more accurate forecasting.
12,000+
User Teams Trust WHSuites
From the pharmaceutical to the real estate industries, WHSuites is a trusted sales forecasting CRM used by more than 12,000 different user Teams.
Forecast From Anywhere, On Any Device
Whether you’re on-site or at home, WHSuites allows you to see your pipeline in real time using our sales forecasting software. It’s responsive on all devices, making it easy for you to have access to the most up-to-date view of your sales pipeline and revenue forecasts.
Desktop
The complete dashboard provides a full view of your sales team’s activity and provides advanced sales forecast models, pipeline charts, team-level breakdowns, and sales report exports. Its primary users would be sales managers and sales leadership teams.
Tablet
The WHSuites tablet app allows you to review summaries of your sales forecasts, drill down into the overall health of the deals in your pipeline, and update the pipeline stage of a deal. This application is streamlined and optimized to work in a touch-friendly layout, making it a perfect tool for field sales managers.
Mobile
Get alerts on all the changes happening with your deals and sales forecasts, update deal stage in 1 click, and view your daily revenue forecast in an easy-to-use application on either iOS or Android.
- iOS
- Android
- Web App
- Chrome Extension
FAQs About WHSuites Sales Forecasting
Everything you need to know about Sales Forecasting in WHSuites CRM.
Sales Forecasting Software allows you to see how much you can expect to make in the future based on how many deals you have now, how many you've already won in the past, and why the deals are currently classified as potential for being closed. WHSuites uses Forecasting natively within its CRM, so when you add a new opportunity to your pipeline, it updates your forecast immediately in real time without requiring you to export the information to an external spreadsheet or any type of third-party forecasting system.
WHSuites' forecasting capabilities improve over time as the product collects additional historical data on your sales team and learns from their historical results. It comes with an out-of-the-box forecast based on weighted pipeline values and a set of probabilities assigned to each stage in the sales process; as you continue to close deals, the AI engine will be able to refine your forecast based on actual win rates, deal cycle time, and the performance of the sales representative. As such, WHSuites delivers better forecasts the longer you use the product.
Definitely! WHSuites allows you to view sales forecasts at any level of detail you would like, from the performance of a single sales representative all the way up to the overall national or regional performance. Also, sales managers can view team detailed forecast breakdowns so they can see which of their sales representatives are performing as expected, and where they might need to provide additional coaching or market pipeline help.
Yes, we do. WHSuites has a forecasting system that allows a sales rep to generate 3 types of sales forecasts: Committed, Best case and Most Likely. When the Sales Reps submit their committed forecasts to their manager for review or approval, this creates a structured process for the management of the committed forecasts from the sales team up to the leadership team.
Is WHSuites Sales Forecasting available on mobile?Is WHSuites Sales Forecasting available on mobile?
Yes! WHSuites has a mobile forecasting application that can be downloaded for both iOS and Android smartphones. Users will be able to view their sales forecasts, update their opportunities and receive notifications when their sales forecasts have changed from their mobile device.
Yes, it is. WHSuite's sales forecasting application is currently used to forecast sales in Pharma, Real Estate, Solar, Education, Insurance and many other industries around the World. WHSuite's Sales Flow forecasting application was developed to be a flexible sales forecasting tool to accommodate the different sales cycles, stages and revenue models across multiple industries. WHSuites is therefore a good business solution regardless of industry.
