Connect rep judgment, CRM evidence, pipeline movement, company goals, and attainment in one decision-ready forecast.
Sales Forecast
Updated moments ago
Company goal
$4.50M
Closed won QTD
$1.82M
Qualified pipeline
$8.94M
Cumulative deal roll-up
Forecast buckets
Won
$1.82M
Commit
$2.64M
Expected
$3.21M
Upside
$4.08M
Expected forecast
$3.21M
71% of company goal
Rep forecast
$3.08M
Scenario prediction
$3.34M
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One forecasting operating system
Move from the top-line call to the rep, opportunity, activity, and assumption behind it—then back again without losing the operating context.
See the roll-up by rep, manager, and forecast owner.
Compare forecast buckets, stages, and pipeline motions.
Run a consistent cadence around the latest submissions.
Track how the call and its underlying opportunities changed.
Connect bookings, quota, company goals, and forecast outcomes.
Deal context
Open any opportunity from the forecast to see lifecycle benchmarks, evidence, risks, and recommended action—not another disconnected dashboard.
Opportunity age against company sales-cycle benchmarks
Time in stage and historical stage conversion
Close-date slip history and past-due warnings
Stage exit criteria with supporting evidence
AI deal evaluation, summary, and recommended actions
Opportunity
Northstar expansion
Northstar Labs · Maya Chen
View in Salesforce
Closing Oct 18, 2026
QPilot deal summary
The economic buyer confirmed expansion timing, but security review remains the critical path. Recent activity supports the current stage; the close date has moved twice.
Opportunity age
74d · Typical
Current stage
Evaluation · 19d
Exit criteria
4 of 5 met
Next action
Confirm security owner
Attainment
Switch between fiscal-year and current-period performance. Group by manager, quota group, or role; inspect the rep-level detail; and export the exact operating view for the next conversation.
Bookings by deal type beside assigned quota
Company goal and attainment composition
Rep drilldowns with the same forecast context
CSV, image, and in-product discussion workflows
Download CSV
Group by:
Quota group
Quota
Bookings
Attainment
Enterprise
$1.60M
$1.31M
82%
Commercial
$1.25M
$1.12M
90%
Velocity
$750K
$804K
107%
OVERALL
$3.60M
$3.23M
90% of assigned quota
Weekly operating cadence
Preserve what the team called, what changed underneath it, and what needs to happen next.
01
Reps and forecast owners submit expected and commit values with key-deal commentary.
02
Compare submissions, opportunity roll-ups, bucket changes, and pipeline movement week over week.
03
Discuss attainment in place and share selected deal summaries and tasks to Slack.
Forecast integrity
QFlow surfaces omitted opportunities, mapping gaps, ownership gaps, and forecast-bucket changes with their estimated impact. The forecast is reviewable because its boundaries are visible.
3 deals are omitted from this roll-up
Estimated ARR impact: $214K · 2 owners affected
Map CRM stages, forecast categories, values, and cadence in a guided setup.
Scope goals and forecast totals through the actual management hierarchy.
Move from the company number to its goal, rep, and opportunity composition.
Works with the tools behind your forecast
Start with your CRM data, preserve rep judgment, and give every forecast number a visible path back to the deals behind it.
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