A forecast is only useful if people believe it, and they only believe it if it has been right before.

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Sales Forecasting Software in Shropshire

Sales Forecasting Software for businesses across Shropshire. CubeCRM supports Shrewsbury, Telford and Oswestry with setup, data import and UK-based support. Talk to us on 01234 672 617.

Book a walkthroughAbout CubeCRM

We work with businesses right across Shropshire, and the pattern is a familiar one: customers held in a few inboxes, a spreadsheet and the memory of whoever last spoke to them.

Getting sales forecasting right is usually the part of that people want to fix first.

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.

Local coverage

Sales forecasting across Shropshire

Our Shropshire coverage includes Shrewsbury, Telford, Oswestry, Ludlow, Market Drayton and Bridgnorth, and the SY1, SY2, SY3, SY4 and SY5 postcode districts. If you are in Shropshire and not on that list, we almost certainly still cover you - ask.

Getting to you

95miles from our Olney office

Discovery and training can be done at your office - watching how enquiries really arrive and how the team really sells tells us more than any questionnaire.

Postcode districts

  • SY1
  • SY2
  • SY3
  • SY4
  • SY5
  • SY6
  • SY7
  • SY8
  • SY9
  • SY10
  • SY11
  • SY12
  • SY13
  • SY14
  • TF1
  • TF2
  • TF3
  • TF4
  • TF5
  • TF6
  • TF7
  • TF8
  • TF9
  • TF10
  • TF11
  • TF12
  • TF13

Areas we cover

Shrewsbury, Telford, Oswestry, Ludlow, Market Drayton, Bridgnorth, Whitchurch and Church Stretton.

Sales forecasting elsewhere in Shropshire

How it happens

What getting started involves

The same process wherever you are, and for Shropshire discovery and training can be done in person.

  1. 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. 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. 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. 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. 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

Not on the list?01234 672 617hello@cubecrm.co.uk

  • 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

Also available in Shropshire.

Working in Shropshire?

Sales forecasting for your Shropshire business

Tell us what your current system does badly. We will tell you whether CubeCRM fixes it, and what it would take.

Start a conversationCall 01234 672 617