# Sales 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.

**URL:** https://cubecrm.co.uk/software/sales-forecasting-software

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.

## Details

- **Solution:** Sales Forecasting Software
- **Group:** Running sales
- **Platform:** CubeCRM (https://cubecrm.co.uk/platform)
- **Coverage:** Nationwide, set up in person
- **Also known as:** Sales forecast software, Pipeline forecasting, Revenue forecasting software, Sales projection software, CRM forecasting

## What is included

- **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.

## Real-world use cases

### The forecast finance ignored

**Scenario:** 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.
**Outcome:** 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.

### Close dates that never arrived

**Scenario:** An engineering consultancy had deals whose expected close date had been pushed back month after month. Each month looked healthy until the last week.
**Outcome:** 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.

### Hiring on a hunch

**Scenario:** A growing installer wanted to take on another fitting team but could not tell whether the forward order book justified it.
**Outcome:** 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.

## Figures

- **Traced** Every figure back to named deals
- **Range** Committed, likely and best case
- **Checked** Against real win rates by stage

## Frequently asked questions

**How accurate will the forecast be?**

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.

**Can we forecast recurring revenue?**

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.

**Can finance get the forecast without logging in?**

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.

**Do we need a lot of history before it works?**

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 solutions

- **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. https://cubecrm.co.uk/software/sales-pipeline-software
- **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. https://cubecrm.co.uk/software/sales-management-software
- **Account Management Software** - Plan, grow and protect your most valuable customers - with account plans, contact coverage, renewals and every conversation on the same record. https://cubecrm.co.uk/software/account-management-software
- **CRM Software** - Contacts, enquiries, pipeline, quotes, follow-ups and service in one shared customer record - built in the UK for growing businesses. https://cubecrm.co.uk/software/crm-software

## Contact

- **Product:** CubeCRM
- **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972)
- **Email:** hello@cubecrm.co.uk
- **Sales:** sales@cubecrm.co.uk
- **Support:** support@cubecrm.co.uk
- **Telephone:** 01234 672 617 (+441234672617)
- **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP
- **Opening hours:** Monday to Friday, 9am to 5.30pm
- **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)
