A forecast is only useful if people believe it, and they only believe it if it has been right before.
Early accessSales Forecasting Software
A forecast built from the deals you actually have, weighted by stage and checked against your real win rates - not a spreadsheet filled in the night before.
- Part of CubeCRM
- Serving businesses across the UK
- 01234 672 617
Most sales forecasts are opinions collected in a spreadsheet: each salesperson estimates what they will close, a manager adjusts for known optimism, and the finance team adjusts again.
Nobody can say afterwards why the number was wrong. CubeCRM builds the forecast from the pipeline itself - every open deal with its value, stage, probability and expected close date - and compares it with how often deals at each stage have actually been won in the past. You can see the committed, likely and best-case figures by month, team and product, drill into the deals behind any number, and track how the forecast moved over the quarter. Over time, the forecast earns trust because it can be checked.
- Traced
Every figure back to named deals
- Range
Committed, likely and best case
- Checked
Against real win rates by stage
What it does
Inside sales forecasting software
The parts of CubeCRM that make up sales forecasting. Everything here sits on the same customer record, so nothing needs re-keying between them.
Built from real deals
The forecast is the pipeline, summed and weighted. There is no separate spreadsheet to maintain and no number that cannot be traced back to named opportunities.
Commit, likely and best case
Salespeople mark deals as committed or possible, alongside the stage probability, so the forecast shows a range rather than pretending to a single figure.
Checked against history
Actual win rates by stage, product and person, calculated from closed deals, show how optimistic the stage probabilities really are.
Close dates that mean something
Deals whose expected close date has passed are flagged rather than silently rolled forward, so the current month is not propped up by last month’s leftovers.
Drill into any number
Click from the forecast total to the team, to the person, to the individual deals and their latest activity.
Forecast movement
Snapshots show how the forecast for a month changed week by week, and which deals caused the change - the best way to improve it next time.
In practice
Problems this actually solves
Typical situations, anonymised. What businesses tell us before they change anything, and what changes afterwards.
- Case 1
The forecast finance ignored
Before
A distributor’s finance director routinely took thirty per cent off the sales forecast before using it for cash planning, because it had been high for years. Nobody knew whether thirty was the right number.
With CubeCRM
The forecast now comes from the pipeline with stage probabilities based on real win rates. Within two quarters it was close enough that finance stopped applying its own adjustment.
- Case 2
Close dates that never arrived
Before
An engineering consultancy had deals whose expected close date had been pushed back month after month. Each month looked healthy until the last week.
With CubeCRM
Overdue close dates are flagged and must be reset with a reason. The monthly forecast became reliable from the first week, and resource planning improved as a result.
- Case 3
Hiring on a hunch
Before
A growing installer wanted to take on another fitting team but could not tell whether the forward order book justified it.
With CubeCRM
A three-month forecast from the pipeline, weighted by historical win rates, gave a defensible number. The team was hired a month earlier than it would have been on instinct.
The features behind it
See the parts doing the work
Each one has its own page showing how it works. And if the business later needs orders and stock, CubeCRM grows into CubeERP on the same records.
Pipeline management
Every deal on a board by stage, with value, likelihood, owner and next step - and stalled deals flagged before they quietly die.
See how it worksReporting & dashboards
Live dashboards for pipeline, win rates, activity, response times and service, with scheduled reports that arrive by email.
See how it works
Near you
Sales forecasting, county by county
We set up and train in person across 24 counties. Pick yours to see local coverage, postcode districts and the towns we visit.
- Bedfordshire4 towns
- Berkshire5 towns
- Buckinghamshire8 towns
- Cambridgeshire5 towns
- Derbyshire5 towns
- Essex5 towns
- Gloucestershire6 towns
- Hampshire5 towns
- Hertfordshire4 towns
- Kent5 towns
- Leicestershire4 towns
- Lincolnshire5 towns
- Norfolk5 towns
- Northamptonshire10 towns
- Nottinghamshire4 towns
- Oxfordshire5 towns
- Rutland4 towns
- Shropshire5 towns
- Staffordshire5 towns
- Suffolk5 towns
- Surrey4 towns
- Warwickshire6 towns
- West Midlands5 towns
- Worcestershire4 towns
How it happens
What getting started involves
No mystery and no open-ended project. Five stages, and you will know what each one costs before it starts.
- 1
Discovery
A short, structured session on how enquiries arrive, how you quote, and where customer information lives now - the inboxes, the spreadsheet, the old CRM and the notebook in the car. We come back with what works as standard and what needs configuring.
- 2
Setup
Pipeline stages, fields, quote templates, email connection, teams and permissions set up to match how you sell - not a demo account with your logo dropped on it.
- 3
Data import
Contacts, companies, open opportunities and quote history brought across from spreadsheets, inboxes or your previous CRM, with duplicates merged. You check it against what you had before anybody switches over.
- 4
Training & rollout
Short, role-based training so the sales team learns the pipeline and the office learns enquiries and cases - in person where it helps. Guides and screen recordings left behind for new starters.
- 5
Ongoing support
UK support from the people who built the platform, with a named contact, agreed response times, and a product roadmap you can influence.
You might call it something else
If you searched for any of these, this is the page you wanted.
- Sales forecast software
- Pipeline forecasting
- Revenue forecasting software
- Sales projection software
- CRM forecasting
Questions
The things people ask first
As accurate as the pipeline behind it. The value of CubeCRM is that the forecast can be checked against what actually closed, and stage probabilities can be adjusted from real history - so accuracy improves quarter by quarter rather than staying a matter of opinion.
Yes. Deals can carry a one-off value, a recurring value or both, and the forecast shows them separately so a large one-off win does not disguise a flat recurring line.
Yes. The forecast report can be scheduled by email or exported, and read-only access can be given to finance without edit rights over deals.
No. It works from the current pipeline on day one using the probabilities you set. The comparison with historical win rates becomes more useful as closed deals accumulate.
Related
Other things we can put right
Sales Pipeline Software
Every opportunity on one board, by stage, with value, likelihood and next step - so the whole team can see what is live and what is stuck.
Sales Management Software
Targets, activity, pipeline and results for every salesperson and team, from the same live data - so managing sales is coaching rather than chasing spreadsheets.
Account Management Software
Plan, grow and protect your most valuable customers - with account plans, contact coverage, renewals and every conversation on the same record.
CRM Software
Contacts, enquiries, pipeline, quotes, follow-ups and service in one shared customer record - built in the UK for growing businesses.
Talk to us
Is sales forecasting your actual problem?
Sometimes it is not. Tell us what is going wrong and we will tell you whether this is the right thing to fix first.
