Sales Forecasting

Get a real-time view of your entire team’s forecast, including in-line forecast adjustments, and override visibility up and down the management hierarchy.


Get an accurate view of your entire business with comprehensive forecasts.

See a complete view of your entire pipeline and your business, and take action where necessary. Provide rapid updates to help management make decisions. Then easily apply your judgment to forecasted amounts at the rep, period, and summary levels. You can also view details about any previous adjustments that you or your team has provided, while leaving the underlying opportunity data intact.

Track your top performers.

See which reps are on track to beat their targets with real-time leaderboards. You'll be able to set your goals even higher with a flexible performance chart.

Forecast for complex sales teams.

Even if your company has a complex sales organisation, Salesforce can help. Overlay Splits allows you to credit the right amounts to sales overlays, by revenue, contract value, and more. You can then view the forecast by overlays to see how they’re contributing to your number. You'll also be able to make real-time adjustments.

Frequently Asked Questions


Why is Sales Forecasting important?

Accurate sales forecasting is critical for effective business planning and can impact every area of a business. It can help you spot potential issues and also inform key business decisions such as hiring, managing resources and budgeting. It can allow you to adjust plans where necessary and spot top performers too.

How does Sales Cloud help improve sales forecasting?

Sales Cloud allows sales managers to make accurate forecasts by consolidating all the latest data in Salesforce in one place and using predictive analytics to forecast future sales. Managers can see real-time information about what stage potential deals have reached, next steps, size of opportunity and more, with the ability to drill down into live data.

How to forecast sales with Sales Cloud

With Sales Cloud, values are attributed to the different stages of the sales cycle based on the probability of the deal closing. Forecasting is then based on the opportunity amount assigned by the sales person and the stage the opportunity is at. Accurate forecasts are achieved once the stage of each opportunity is recorded.