Sales Operations

Deal Progress & Forecasting

Track deal progress through your pipeline and generate accurate forecasts based on stage, probability, and historical data.

Real-time deal tracking
AI-powered forecasting
Probability management
Commit tracking
Historical analysis

Know Where Every Deal Stands

Real-time visibility into deal status, next steps, and probability. Track progress against close dates and identify at-risk opportunities before it’s too late.

Accurate Forecasting

Combine rep commits with AI analysis of deal health, engagement patterns, and historical close rates for forecasts you can actually trust.

Key Capabilities

Deal Tracking

  • Stage progression tracking
  • Close date management
  • Deal value updates
  • Probability assignment
  • Next step documentation

Forecasting

  • Rep-level forecasts
  • Team rollup views
  • Commit vs. best case
  • AI probability adjustment
  • Historical accuracy tracking

Analytics

  • Win/loss analysis
  • Stage conversion rates
  • Deal velocity trends
  • Forecast accuracy metrics
  • Pipeline coverage ratios

Forecast Categories

Track deals across commit, best case, and pipeline categories. Roll up to team and company forecasts with full drill-down capability.

AI Forecast Assistance

AI analyzes deal characteristics and engagement patterns to flag overly optimistic close dates or probabilities, helping managers pressure-test forecasts.

See Deal Progress & Forecasting in action

Get a personalized demo and see how this feature can help your team.

Request a Demo