How Pipeline CRM Calculates the Weighted Forecast

The Weighted Forecast helps sales teams and managers get a realistic picture of expected revenue — not just what's in the pipeline, but what's actually likely to close.

The Weighted Forecast is an automatically calculated field on every deal. Pipeline CRM multiplies two fields together to produce it:

Deal Amount ($) × Probability (%) = Weighted Forecast

For example, if a deal has a value of $10,000 and a probability of 50%, the Weighted Forecast will display $5,000.

💡 Tip: Keep your Probability % up to date on each deal to ensure your Weighted Forecast reflects an accurate pipeline value.

⚠️ Note: The Weighted Forecast field is read-only. It updates automatically whenever the Deal Amount or Probability fields are changed.

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How Pipeline CRM Calculates the Weighted Forecast