Revenue Intelligence & Forecasting

Two Forecasting Views#

AutomateNexus CRM forecasts revenue in two places. The Forecast tab on CRM → Deals weights your open pipeline by each deal's probability and expected close date. Insights → Sales Forecasting uses your closed-deal history to predict revenue for the months ahead.

The Deals Forecast Tab#

Deals with an expected close date show up here, grouped by period or owner:

• By date — Deals grouped Weekly, Monthly or Quarterly by their expected close date
• By owner — One group per rep

Each row shows the deal's value, its probability and its weighted value (value multiplied by probability), with a note on how soon it is due. The tiles above the list total the Open pipeline, the Weighted forecast, the value Closing this month, and the deals with No close date, which cannot be placed in a period until one is set. Export downloads the open deals with their customer, owner, value, currency, probability, close date and stage.

Quota Attainment#

The Quota attainment card on the Forecast tab compares closed revenue with an Annual target you type in. Switch the period between This month, This quarter and This year to see attainment for that slice of the target.

Sales Forecasting#

Insights → Sales Forecasting predicts revenue from the deals you have already won. Choose a horizon of 3, 6 or 12 months. The tiles show Predicted revenue, Forecast confidence, Growth trend and the number of Risk factors the model found. Four tabs sit below them:

• Forecast — The revenue forecast chart for the chosen horizon
• History — Closed revenue and win rate over the last 12 months, plus deals won and average deal size over the last 6 months
• Insights — Risk factors (patterns in recent months that could pull the forecast down) and Opportunities (momentum the model sees in your closed deals)
• Details — A Forecast by month table with the period, predicted revenue, expected deals, confidence, growth and the pipeline needed, assuming the recent win rate holds

What the Forecast Needs#

The prediction is built only from real closed deals. Until your workspace has enough closed-deal history, the page shows Not enough history to forecast; keep closing deals in the pipeline and check again.