Loading
A weighted forecast multiplies each open deal’s value by the probability of its stage and adds the results. A $100,000 deal at a 60% stage contributes $60,000. Treepie Flow shows the weighted total beside the unweighted pipeline it came from, uses probabilities set per pipeline, and lets you open any figure to the deals behind it.
Because one number hides the shape. £312,000 weighted can be forty even deals or three that decide the quarter, and those are entirely different conversations to have in a review.
Weighted forecasting multiplies each open deal by the probability of its stage and totals the result, showing that figure alongside the unweighted pipeline it came from.
Probabilities are set per stage on each pipeline, so a renewal at Proposal and a new-business deal at Proposal can weigh differently. Both totals are always shown, and either can be broken back down to the rows that produced it.
A quarter reads £312,000 weighted against a £520,000 target. Breaking it down shows £180,000 of it in two deals at 80%, so the honest summary is that the quarter rests on two conversations rather than on coverage.
It cannot correct for stages that are wrong. Weighting is arithmetic applied to your stage discipline, so it inherits every optimistic stage entry underneath it.
Forecast submissions compare it with what each lead actually committed to, goal tracking measures it against target, and Books reads closed deals rather than this figure for revenue.
| Monday spreadsheet | Gut-call commits | Treepie Flow | |
|---|---|---|---|
| Where the number comes from | Copied from the CRM weekly | Each rep’s judgement | Live deals × stage probability |
| Checking it | Re-add the columns | Ask the rep | Open any figure to its deals |
| Different sales motions | One probability for all | Not considered | Probabilities per pipeline |
| When it updates | Once a week | At forecast calls | On every deal change |
| Accuracy over time | Not tracked | Not tracked | Compared with actual outcomes |
Yes. Stage probability is set per pipeline, because a renewal at 60% and a new logo at 60% are not the same bet.
Yes, and the override is recorded. Reports can show weighted totals with and without manual overrides.
No. Closed-won is revenue and is reported as such; the forecast covers open pipeline only.
Total pipeline adds up every open deal at full value. Weighted pipeline discounts each deal by its stage probability, so it reflects the chance of each closing.
You set them per pipeline and stage. Flow shows the historical win rate from each stage to help you calibrate.
If you allow it. Overrides are shown separately so the stage-based number stays visible.
The deal counts once in the pipeline total. Splits divide credit between people, not the value.
Deals are converted to your reporting currency at the rate you choose, and the original currency is kept on the deal.
Yes. Weighted value can be grouped by expected close month, quarter, owner, team or pipeline.
Forecast submissions are stored and compared with what actually closed, per person and per period.
No. It is part of Flow; the pricing page lists which plan includes it.
Fourteen days, every module, no card. Or half an hour with someone who will run it on your own records and tell you where it does not help.