Gut-feel numbers
Forecasts built from what reps hope will close.
CRM · Forecasts & Reports
Sales forecasting and CRM reports in one place.
A sales forecast estimates what will close in a period; reports show why. Flaxxa CRM forecasts the month, quarter or year from open deals and their probabilities, and reports on win rate, conversion by lead source, each rep's performance and pipeline value by stage.
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Capabilities
Everything CRM ships with.
◉
Lead management
◇
Pipelines & deals
✦
Stage automations
⌬
Sequences
◐
Scoring & forecasts
▣
Quotes, meetings & API
The full feature list→ Start free
- By deal probability
- Weighted
- Forecast periods
- Month · Quarter · Year
- Lead conversion
- By source
- Team performance
- Per rep
01 / 04
Why are sales forecasts so often wrong?
Every deal counted in full
A first meeting counted the same as a contract out for signature.
No feedback
Nobody checks which sources actually produce wins.
02 / 04
How does a weighted forecast work?
Pick a period
This month, this quarter or this year, for all pipelines or one.
Find the deals
Open deals with an expected close date in that period.
Weight them
Each deal's value times its probability, summed into the weighted figure.
Track it
Forecasts are saved, so you can compare as the period goes on.
03 / 04
Which CRM reports are included?
Dashboard
Overdue tasks, untouched new leads, stale deals and deals with no next step.
Win rate
Deals won against deals closed.
Source performance
Lead volume and conversion rate for each source.
Team performance
Deals, value, leads and conversion per rep.
Pipeline overview
Count and value of deals in each stage.
Lead funnel
How many leads sit at each status.
04 / 04
What changes with an honest forecast?
Realistic numbers
Weighted by probability, not hope.
Better sources
Spend on the sources that convert.
Coaching data
See which reps need help, and where.
Keep exploring
More CRM capabilities
Sales Pipeline
Sales pipeline software with drag-and-drop boards, several pipelines, stage win probabilities, rotting deal alerts and automations on every stage change.
Deal Tracking
Track deals with values, currencies, close dates, products and discounts. Send PDF quotes with a web link, flag rotting deals and log every activity.
Lead Scoring
Rule-based lead scoring: add points for the fields and values that matter, band leads into hot, warm and cold, and rescore all leads when rules change.
FAQ
Forecasts & Reports: common questions
It takes the open deals expected to close in the period, adds up their value, and weights each one by its probability to give a weighted forecast. Generate it for the month, quarter or year, for all pipelines or one.
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