Explore how to predict future sales and make informed decisions about your business. 

With Upsales Forecasting, you can:

• Generate sales forecasts for individual sales reps, teams, and your entire organisation
• Customise the time frame for your forecasts
• View predicted revenue and see whether your current pace is enough to reach your target
• Use forecasting data to identify trends and adjust your sales strategy accordingly

Open the Sales board and click Understand why to open the full forecasting report:

Sales current period

View high-level metrics for sales performance, including Sales, Sales + Weighted pipeline, Target, and Left to target.

Sales pace

This graphs estimates where you will end up at the end of the selected period if you maintain the same pace of sales. 

• Dotted line 
  Shows the expected outcome at your current pace
• Solid line 
  Shows the pace required to reach your target. Hover over the graph to see weekly sales details.

Pipeline per

View your pipeline from multiple perspectives. Click a tab (1) to group the data by User, Company or Stage. The User tab is shown when the forecast covers more than one user. Turn on Weighted value (2) to show weighted values instead of actual values.

The first horizontal bar shows the pipeline grouped by your selected option. The second bar shows the amount remaining to reach your target.

Total pipeline and Opportunities in pipeline (3) show the total value of your pipeline and the number of opportunities it contains. Changes from the last seven days are highlighted in each box:

Individual sales and pipeline

View granular sales and pipeline data for each sales representative, including how much they have sold, what remains to target, what is currently in their pipeline, and their pipeline-to-target ratio.

Select or deselect opportunities to explore different forecast scenarios. The entire forecasting page updates automatically based on your selections.

When the forecast is filtered to a single user, this section is called Opportunities and lists that user's opportunities.