Forecasting
Forecast with proof, not wishful thinking.
Weighted pipeline value, forecast categories, quota tracking, and pipeline velocity computed from real stage transitions. Defensible numbers, not vibes.
Forecast categories
Every deal carries a forecast_category: commit, best case, pipeline, or omitted. Roll-ups are honest, not optimistic by default.
Weighted pipeline value
Deal value × stage probability + per-deal override. Aggregated by owner, by close month, by pipeline.
Pipeline velocity from real data
Time-in-stage seconds tracked on every stage transition. Velocity isn't a guess — it's history.
Anatomy
Every region, explained.
Per-deal forecast category
commit / best case / pipeline / omitted. Reps own the categorization; managers see the rollup.
Weighted value calculation
value × stage probability, with optional per-deal probability_override. Reflects rep confidence.
Expected close date
Per-deal close date; tracked vs actual_close_date for slip analysis.
Quota tracking
Per-rep, per-period quota with attainment progress. Visible on dashboard.
Stage transition history
DealStageTransition rows with time_in_stage_seconds. Roll up to per-stage average dwell time.
Pipeline coverage ratio
Weighted pipeline / quota gap. Health indicator for the period.
Deep dive
Everything that's in the box.
Forecast category badges
Color-coded badges on every deal card: commit (green), best case (yellow), pipeline (gray), omitted (red).
Per-deal probability override
Reps can override the stage-default probability when a deal is special. Override surfaces in audit log.
Period roll-ups
Weekly, monthly, quarterly, custom. By rep, by team, by pipeline, by industry, by source.
Stage transition log
Append-only row per stage move. Every transition timestamped. Powers velocity reports and historical accuracy analysis.
Expected vs actual close date
Track deal slip: how far off was your forecast? Reports break down per-rep slip rate.
Stale deal detection
Per-stage SLA (days). Deals exceeding the SLA flag stale_since and surface in at-risk views.
Lost reason analytics
Per-pipeline win/lost reason lists, required on close. Reports break down lost-by-reason to identify product or process gaps.
Multi-currency support
Per-deal currency (default NPR but supports USD, EUR, GBP, INR, AED, SGD, etc.). Forecasts convert at current rates.
In the wild
How teams use it.
"Forecast accuracy went from 60% to 92% in one quarter. CEO stopped asking for spreadsheets."
Rohan S.
Manufacturing, 28 reps
"Stale deal detection caught $84K we'd written off. Re-engaged, three closed."
Tomás D.
SaaS, 12 reps
"Forecast categories cut our weekly review from 90 min to 15. Reps own commit; managers spot risk."
Maya J.
Logistics, 40 reps
Pulse vs. The Old Way
A different league.
FAQ
Frequently asked
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