revenue-forecaster

Revenue forecasting applies stage-weighted probabilities and expected close dates to CRM pipeline deals to produce monthly and quarterly projections. Import deal-level records via CSV or JSON to calculate expected revenue trajectories.

Stage-weighted revenue forecasting calculates projected revenue by applying configurable conversion probabilities to each deal stage. This method accounts for varying win likelihoods across pipeline stages to generate realistic revenue expectations.

Sensitivity analysis runs best, expected, and worst case scenarios on pipeline data while concentration risk checks identify single-deal dependencies. Top-deal concentration metrics surface revenue exposure from relying on specific deals.

MRR trajectory incorporates recurring revenue into monthly projections while pipeline velocity computes deal progression speed across stages. The forecast identifies stage bottlenecks and recommends remedial actions to accelerate deals.

The forecaster supports both direct CRM pulls and CSV or JSON file imports for pipeline data. Deal-level records must include stage, value, and expected close date, with optional historical win rates and revenue targets.

Gap analysis compares stage-weighted pipeline forecasts against configured revenue targets to quantify shortfalls. The forecast provides targeted recommendations to accelerate specific deals and reduce concentration risk to close identified gaps.