Forecast
Confidently Call Your Number
Transform your sales forecast from a burdensome task into a strategic action plan to close more revenue. Salesloft Forecast combines real-time deal data, AI, and your own insights to improve forecast accuracy.
4.5 on G2
Say goodbye to forecasting frustrations
Salesloft Forecast brings the forecasting process right into the sales workflow and builds on the data already in your system, making it easy to track performance trends and take action — all from one platform. Built-in AI analyzes dozens of deal factors to help identify at-risk opportunities in the pipeline, giving you the insights you need to close business.
Challenge #1: Unpredictable and unreliable forecasts
Validate your numbers with an AI forecast
Compare the AI forecast with rep forecasts to make informed adjustments that align more closely with actual sales outcomes. Salesloft's AI forecast scores the probability of a deal being won during a current quarter, taking into account deal size, deal stage, and the number of days the deal has been open.
Challenge #2: Limited pipeline visibility
Pinpoint the gaps in your pipeline
Data is captured daily across your reps, teams, and activities to give you an up-to-date record of pipeline changes to keep your forecast accurate. Validate those numbers by seeing which deals contribute to each forecast, create an action plan for at-risk deals, and revise your forecast as needed.
Challenge #3: Disjointed workflows
Advance deals by taking action in your workflow
Keep teams focused on the right actions and coach them to success by monitoring deal progress and sharing coaching notes directly in their workflow. With all deal details centralized in one platform, reps can take immediate action on critical opportunities through meetings, calls, texts, and emails.
Key features
Forecast Segmentation
Forecast your business, your way
Take control of your forecast with features designed for flexibility.
Filter opportunities by the data that matters most: new bookings vs. renewals, business segments, regions, account size, or by time periods like month or quarter — to create a forecast tailored to your needs.
Streamlined Rollups
Visualize your team’s progress
Get a visual representation of how your team is tracking towards their goals with streamlined roll-ups.
By consolidating data from individual and team-level forecasts, forecast roll-ups give you a complete view of your team’s performance — making it easier to identify gaps early, track sales trends, and ensure every team member’s efforts are reflected in the bigger picture.
Weekly Trend Chart
Track how your forecast changes over time
See how your forecast is expected to change over a period of time with a week-over-week view of your pipeline health and progress.
The Trend Chart combines data across your forecast triangulations, reflecting changes made to opportunities. Frequent updates, especially near close dates, help you see how your forecast shifts over time.
What customers say about Forecast
Forecast reduces a lot of manual tasks, which I love. It gets us out of spreadsheets to improve our efficiency and provide our leadership team with accurate real-time data. It's a pretty big deal!
The response to Forecast has been super positive from both managers and reps. We started the roll-out with managers first. They’ve begun incorporating it into their one-on-ones with their teams to talk through pipeline and all forecasting with their reps. Forecast has already proven to be very easy to use and incredibly valuable in helping us know where to take action so we can deliver on our number.
The deals dashboard is great for identifying gaps and keeping the team's forecast current.
Where revenue teams go to
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Revenue Orchestration Platform
Turn insights into action, all in one platform
Salesloft unifies AI chat agents, sales engagement, revenue intelligence, conversation intelligence, deal management, and forecasting — all supported by AI workflows and agents
Explore the Full Salesloft Platform
Helpful resources for revenue teams
Enhance your strategy with real-world insights, expert tips, and actionable guides.
How Essential Go-To-Market Roles Benefit From Revenue Orchestration
How AI is Reshaping Strategic Deal Management
Salesloft Named a Leader in The Forrester Wave™: Revenue Orchestration Platforms for B2B, Q3 2024
Ready to transform your forecasting?
See Salesloft Forecast in action and drive revenue with confidence.
