Accurate Forecasting

Anticipate your upcoming revenue with real-time accurate forecasting

See your Cashflow forecasting in Real-time

As your deals progress forward and get closed, your reporting gets automatically updated so you always know how much revenue will be coming in this week, month, quarter and year.

Easily Manage Recurring Revenue and Multiple Payments

With UPilot, you can easily handle deals with recurring revenue and milestone based payments to always have an accurate forecast month after month.

Segregate Definite and Probable Revenue

With UPilot, you can easily check the forecast for the definite revenue coming from your won deals, v/s the revenue forecast coming in from the pipeline. Get a clear vision of your revenue stream.

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.

Advanced Unified CRM Features for Everyone

How Role-Based Access affects Sales Forecasting? (Interview with San-Part 6)

The Main Reason why Salespeople don’t Use the CRM? (Interview with San-Part 5)

Reduce the implementation time of the CRM software (Interview with San-Part 4)