Feature · Forecast
How much you'll
actually close.
Raw pipeline totals always flatter you. Forecast weights every open deal by its stage probability and drops it into the month it's expected to close.
// why it matters
Raw totals lie.
A normal pipeline view adds every open deal at full value, so it overstates the month, every month. Forecast answers a different question: how much do we realistically land, and when. Same deals, weighted by the probability of the stage they're actually in.
01
// // weighted by stage, month by month
Weighted by stage, month by month.
Every open deal is placed in the month of its expected close date and multiplied by its stage probability. A 100 000 kr deal in Proposal at 50 % contributes 50 000 kr.
// You said
What's my forecast?
// Forecast · next 6 months
August
6 open deals
- Pipeline
- 1 240 000 kr
- Weighted
- 512 000 kr
- Won
- 180 000 kr
September
4 open deals
- Pipeline
- 860 000 kr
- Weighted
- 330 000 kr
- Won
- 0 kr
October
3 open deals
- Pipeline
- 540 000 kr
- Weighted
- 175 000 kr
- Won
- 0 kr
02
// // four numbers per month
Four numbers per month.
Open deals, total pipeline value, weighted forecast and already won. Plus totals, a breakdown per pipeline stage, and a warning for deals missing an expected close date.
// You said
Forecast for next quarter
// Per month
- Open deals· how many are still live
- Pipeline value· the raw, unweighted total
- Weighted value· the forecast, probability applied
- Won value· what's already closed that month
03
// // your probabilities, your pipeline
Your probabilities, your pipeline.
Set the win probability of each pipeline stage yourself under Settings → Pipeline, 0 to 100 %. Won stages are locked at 100 %, lost at 0 %. Only owners and managers can change them.
// You said
Show weighted pipeline
// Settings · Pipeline
- New10 %
- Qualifying25 %
- Proposal50 %
- Negotiation75 %
- Won100 % (locked)
- Lost0 % (locked)
// ask
Just ask.
// // say "my" for your own deals, leave it out for the whole team
- 01
"What's my forecast?"
- 02
"How much will I close this month?"
- 03
"Forecast for next quarter"
- 04
"Show weighted pipeline"
- 05
"Expected revenue"
// faq
Questions, answered.
- How is the weighted forecast calculated?
- Cubitro takes every open deal, places it in the month of its expected close date, and multiplies its value by the win probability of its pipeline stage. A 100 000 kr deal in Proposal at 50 % contributes 50 000 kr to the forecast.
- Can we set our own probabilities?
- Yes. Each organisation sets its own win probability per pipeline stage under Settings → Pipeline, anywhere from 0 to 100 %. Defaults are New 10 %, Qualifying 25 %, Proposal 50 % and Negotiation 75 %. Won stages are locked at 100 % and lost stages at 0 %.
- Who can change the probabilities?
- Only an owner or a manager can change the win probability of a stage. Everyone else sees the forecast built on those numbers.
- What happens to deals without an expected close date?
- They can't be placed in a month, so they can't be forecast. Cubitro shows them as a separate warning so you can add the missing dates.
- Can I see just my own forecast?
- Yes. Say "my forecast" and you get only your own deals. Without "my", you get the whole organisation. The default horizon is six months ahead.
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