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    1. Atlas
    2. Glossary
    3. Sales forecast

    CRM & Sales

    Sales forecast

    A sales forecast is an estimate of the revenue a team expects to close in a future period, based on open deals, their stages, and historical win rates.

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    • Also called: revenue forecast

    Definition

    What is Sales forecast?

    A sales forecast is an estimate of the revenue a team expects to close in a future period, based on open deals, their stages, and historical win rates.

    A forecast answers a simple question: how much are we likely to sell this period? It combines the deals currently in the pipeline with the probability that each will close to project expected revenue.

    Forecasts guide hiring, spending, and targets, so accuracy matters. Common methods weight deals by stage, use historical conversion rates, or rely on rep-committed numbers: often a blend of all three.

    Atlas builds the forecast from live CRM data, so as deals move through stages the projected revenue updates without a separate spreadsheet.

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    • Work OS glossary

    FAQ

    Questions, answered.

    How is a sales forecast calculated?
    A common method multiplies each open deal's value by the win probability of its stage and sums the results, often adjusted with historical close rates and rep input.
    Why is sales forecasting important?
    Forecasting informs decisions about hiring, budget, inventory, and targets. An accurate forecast helps a business commit resources with confidence.

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    Put sales forecast to work in one platform.

    Atlas is the all-in-one work OS: tasks, projects, CRM, contracts, HR, and automation on one shared record, with a governed AI assistant. Start free.

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    The AI-native, all-in-one work platform. Tasks, projects, CRM, contracts, and analytics in one calm workspace.

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