Know what will close.
Before it does.
Project revenue straight from your live pipeline with win-probability weighting. Break it down by rep, team or period and see best-case, likely and worst-case in one view.
A forecast built from real pipeline data.
Live projection
Revenue forecast that updates automatically as deals move.
Probability weighting
Each deal weighted by its real chance of closing.
By period
Forecast for the month, quarter or year at a glance.
By rep and team
See who is on track and who needs support to hit quota.
Scenarios
Best-case, likely and worst-case outcomes side by side.
No spreadsheets
Reads from the pipeline you already work in daily.
Replace gut-feel guesses with grounded numbers.
When the forecast reads from the same deals your team works every day, the projection stays honest - and quota conversations get a lot easier.
- Forecast vs actualCompare projections to results to sharpen accuracy over time.
- Quota trackingSee progress toward target per rep and per team.
- Feeds reportingForecast numbers flow into dashboards and financial reports.
Sales forecasting FAQs
What is sales forecasting?
Sales forecasting predicts the revenue you are likely to close in a period based on the deals in your pipeline.
- Project revenue for the month, quarter or year
- Weight each deal by its chance of closing
- See best-case, likely and worst-case outcomes
Clkly builds the forecast straight from your live pipeline, so the numbers update as deals move.
Related: Sales pipeline · Deals
How accurate is the forecast?
Accuracy comes from using real pipeline data and win-probability weighting rather than gut feel.
- Probabilities tied to stage and deal history
- Forecast updates automatically as deals progress
- Compare forecast against actuals to refine over time
Because it reads from the same data your team works in daily, the forecast stays honest.
Related: Sales pipeline
Can I forecast by rep or team?
Yes - break the forecast down by owner, team or pipeline to see who is on track.
- Per-rep and per-team revenue projections
- Spot who is ahead and who needs support
- Roll individual numbers up to a company total
Forecasting by person makes coaching and quota conversations grounded in data.
Related: Deals · Custom dashboards
How does forecasting connect to the rest of the CRM?
The forecast is built from your pipeline, deals and quotes, so it reflects reality without extra data entry.
- Reads live deal value and stage
- Pulls quote totals into the projection
- Feeds dashboards and financial reports
No spreadsheets to maintain - the forecast is a live view of work the team already does.
Related: Quotes · Financial reports
Forecast revenue you can actually trust.
Live, probability-weighted projections built straight from your pipeline.