Forecasting and Visual Pipeline

Become a data-driven company with the power to change and improve right now

Pipeline Management X-ray vision to visualize the pipeline makes removing the clogs that much easier

Instant Sales Forcasting Forecasting in spreadsheets is daunting and full of errors. Bring predictability to your sales projections.

Instant Revenue Forecast The ability to project revenues drives investments, which in turn drives growth.

Visual Pipeline Management

Understand how and why your pipeline is changing, avoid surprises.

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Instant Sales Forcast

See how your weighted pipeline and historical trends stack up.
Compiled automatically in beautiful dials so that you can focus on making decisions.

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Recurring revenue forecasting for SaaS model

Questions like what is the expected cash flow based on both won deals and the pipeline of pending deals give answer to the key question that most growing companies ask: “Can we invest in and what should we invest in today, so we transform it into the company we want it to become tomorrow”.

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Drill Down to Raw Data

With an option to drill down to raw data just a click away, easily check the deals that make up each of your forecasts.

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Analytics & Reporting Closing ratios, Average time to win, and other KPIs automatically generated to be meeting ready at any time. Discover Productivity & Collaboration Track your proposals and follow up on the most promising leads, 6+ productivity tools on one platform. Discover

Fast growing companies from 26+ countries
have discovered a better way to scale without complexity.

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“UPilot is really simple to use and it
integrates seamlessly with Mailchimp too!” — Nigel Davy, SME Needs

“The UPilot team has been helpful to get our data in, set up the account, train the team, and help with continuous support.” — Warren Fernandes, ReproGraphics NZ

“I have never had the pleasure of the great onboarding service this team provides anywhere else. I highly recommend them!” — Kevin Lindstrom, JET Seafood

Forecasting and Visual Pipeline

Become a data-driven company with the power to change and improve right now

Visual Pipeline Management

Instant Sales Forcast

Instant Revenue Forecast

Drill Down to Raw Data

Fast growing companies from 26+ countries
have discovered a better way to scale without complexity.

Request a Live UPilot Demo

Get Demo of UPilot CRM

Forecasting and Visual Pipeline

Become a data-driven company with the power to change and improve right now

Visual Pipeline Management

Instant Sales Forcast

Instant Revenue Forecast

Drill Down to Raw Data

Fast growing companies from 26+ countrieshave discovered a better way to scale without complexity.

Create a free trial

Name your UPilot account

One last thing...

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“UPilot is really simple to use and it integrates seamlessly with Mailchimp too!” — Nigel Davy, SME Needs

“The UPilot team has been helpful to get our data in, set up the account, train the team, and help with continuous support.” — Warren Fernandes, ReproGraphics NZ

“I have never had the pleasure of the great onboarding service this team provides anywhere else. I highly recommend them!” — Kevin Lindstrom, JET Seafood

Request a Live UPilot Demo

Get Demo of UPilot CRM

Fast growing companies from 26+ countries
have discovered a better way to scale without complexity.

“UPilot is really simple to use and it
integrates seamlessly with Mailchimp too!” — Nigel Davy, SME Needs