Sales Forecasting Hero Image

Sales forecasting made easy.

Accurate forecasting is an essential part of sales planning, 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. With Copper’s real-time sales forecasting tools, you get up-to-the-minute sales data that allows you to plan ahead and course-correct to ensure you make your number.

1 Accurate Data Means Accurate Forecasting

Accurate data means accurate forecasting.

Rolling up a forecast is a tedious and error-prone weekly activity—and doesn’t always portray what’s happening on the sales floor. Without accurate data, 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.

2 Forecasting Doesnt Have To Be Complicated

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. 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.

3 Better Sales Forecasting Better Performance

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 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. Know which reps are on track to beat their targets 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 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 is readily available, so reps can access the relevant deal details and update the status with a click.

Know which deals will close

Copper 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
Sales Forecasting Customer Quote
Overall, Copper is our single source of truth.
Kim Taba DeRoseReali

Sales forecasting tools 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 and course correct.

Google Data Studio connector

Build and share reports with data 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.

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 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.

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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