Plan ahead, effortlessly.

Accurate forecasting is an essential part of sales planning and sales organization, yet most sales opportunities never close at the amount or in the timeframe expected. Forecasting, is typically unreliable, time-consuming, and filled with spreadsheet nightmares. Not anymore.

Accurate data means accurate forecasting.

Rolling up a forecast for a sales organization is a tedious and error-prone weekly activity-and doesn't always portray what's happening on the sales floor. Without accurate data, including sales analytics and sales activity, you can't deliver an accurate forecast. Copper's zero data technology inputs all activities and changes in the deal status so you get live opportunity data that you know is accurate.

Forecasting in CRM doesn't have to be complicated.

Say goodbye to spreadsheet wrangling. Think of Copper's out-of-the-box forecasting reports as a roadmap to a reliable sales outcome for monthly sales. Copper's forecasts are simple and intuitive so you can drill into each deal to see different deal stages and weighted forecasts. It's never been easier to monitor the health of your business, plan ahead for future quarters, and manage the next steps for each opportunity.

Better sales forecasting enables better performance.

Need to check how closely a rep's forecast aligns with their final bookings? Copper's built in sales forecasting allows you to see individual deals from each salesperson by stage, amount, and win probability right from the reports. Not only does it help hold sales reps accountable, it also lets you see their progress in real time and improve their accuracy over time for seasonality. Know which reps are on track to beat their targets for actual sales and which aren't, so you can help them hit quota.

Sales forecasting has never been easier.

Consistent sales forecasting

It can be hard to produce an accurate forecast when your sales managers are all using separate spreadsheets. Copper’s CRM software makes it easy to roll out a consistent and reliable process across the entire team.

Forecast on the go

Copper's iOS and Android mobile apps make it easy for sales reps to update their forecast while in the field. All of your sales and opportunity data, for actual sales and past sales, is readily available, so reps can access the relevant deal details and update the status with a click.

Know which deals will close

Copper’s CRM software tracks your opportunities and calculates win rate probability and days in deal stage by rep or by team so you know which deals are most likely to close and who your top performers are.

Start forecasting with confidence.

Say goodbye to messy spreadsheets with a free 14 day trial of Copper!

Success story
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Overall, Copper is our single source of truth.

Sales forecasting tools for seasonality you can trust.

Sales forecasts

Built-in sales forecast reports display potential revenue by expected close date so you can keep a pulse on your pipeline, plan ahead with a forecasting technique, and course correct. Use this forecasting technique to help with sales projection.

Google Data Studio connector

Build and share reports with data, such as past sales, from multiple sources with our Google Data Studio integration.

Customizable pipelines

Copper offers multiple drag-and-drop pipelines that are completely customizable to what you like. Need multiple pipelines for different types of deals? Copper’s got you covered. With visual status indicators, you can see the status of opportunities status instantly.

Real-time alerts

Stay up-to-date with notifications that let you know when leads and deals need attention for every salesperson.

Pipeline reports

Pipeline summaries provide insight into how your sales are trending toward quota in each stage for more accurate forecasting.

Loss reason reports

Monitor and identify trends in common reasons for lost deals to make adjustments in your strategy.

Sales activity reports

Learn what actions lead to closed business in one concise view with team activity metrics with sales analytics like calls, emails, and notes.

Individual and team goal setting

See how your sales number is tracking and where you're going to end the quarter against your goal with a sales projection.

Sales leaderboards

Spark friendly competition with seller leaderboards that show top performers by revenue, meetings set, calls made, and emails sent.

Mobile apps

Get notifications on new activity, ping your team, and update opportunities all on the go and in the palm of your hand.

Pipeline analytics

Pipeline summaries provide insight into how your sales are trending toward quota in each stage.

Opportunity management

Track deal progress with visual pipelines from lead to close.

Days in deal stage

See where deals are stalled so you can suggest next steps and keep the deal on track.

Because Accuracy Matters

Sales forecasting minus the guesswork.

Give Copper a spin with a 14-day free trial today.

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