Pipeline forecasts
Forecasts built from live opportunities.
Predict revenue from your live pipeline with Dynamics 365 Sales, AI insights and Power BI.
Sales forecasting software predicts how much you'll sell and when, using the deals in your pipeline, their stage and past win rates.
Forecasts built from spreadsheets and gut feel are often late and optimistic. Forecasting inside the CRM uses live data, so leaders can act sooner.
Dynamics 365 Sales includes forecasting with AI predictions, and connects with Power BI and Business Central for a full revenue picture.
What makes a forecast reliable.
Forecasts built from live opportunities.
Predicted outcomes based on past performance.
Forecasts by rep, team, region or product.
Managers adjust with notes and an audit trail.
Visual revenue dashboards for the board.
Spot at-risk deals early.
Most trials drop you into a generic demo company that looks nothing like the way you actually work. Ours doesn't. We configure your free trial around your business and the use case you care about, so you and your team can test real scenarios with data and processes you recognise.
It starts with a short questionnaire about your industry, your current systems and what you want to prove out. Once that's back with us, your tailored trial can usually be made available within a few working days. Prefer a guided walkthrough first? A standard demo is still on the table - just tell us which you'd like.
Complete a short questionnaire covering your industry, processes and the things you most want to test.
We set up a Business Central environment around your use case, so you're not clicking through a generic demo company.
Your tailored trial is typically ready within a few working days of the questionnaire coming back to us.
Tell us how you forecast sales today and we'll show you how Dynamics 365 Sales would help.
It is software that predicts future sales from pipeline data, deal stages and historical performance.
Yes. It includes forecasting by team, territory or product, with AI-driven predictions in higher licence tiers.
Accuracy depends on how well the pipeline is kept up to date. Forecasting in the CRM encourages better data and shows changes as they happen.
Yes. Dynamics 365 Sales data can feed Power BI and Business Central reporting.