Bring the deal pipeline and weighted sales forecast onto a single screen
Sighthem's sales forecast software and deal pipeline tie the sales funnel to the end-to-end foreign trade flow, not to a separate spreadsheet. You move a lead into a qualified opportunity, a proposal into negotiation and a won deal into a sales order on one kanban board. You multiply the win probability suggested by each stage with the deal amount, see the weighted revenue forecast by currency, and rest the forecast on the real deals in the funnel rather than on gut feel.
The deal pipeline: one kanban flow from lead to won
When the sales funnel lives in a spreadsheet split into tabs, it gets lost which deal is where. Sighthem keeps opportunities in lead, qualified, proposal, negotiation and won-lost stages on a single board; when you drag a card to change its stage, the whole forecast updates accordingly.
- See opportunities in the lead (LEAD), qualified (QUALIFIED), proposal (PROPOSAL), negotiation (NEGOTIATION), won (WON) and lost (LOST) stages on a single kanban board, reading at a glance which deal waits at which step
- Move a card from one stage to another with drag and drop, watching the win probability and weighted forecast update automatically as the stage changes
- Link the customer, amount (valueCents) and currency to each opportunity, keeping the total value at every rung of the sales funnel on record
- Move a lost opportunity to LOST and archive it with its reason, seeing the real volume in the funnel without mixing active pipeline with closed deals
Stage-based win probability: a suggestion arrives, you decide
The basis of the weighted forecast is each opportunity's likelihood of closing. Sighthem suggests a win probability percentage for every stage, but that suggestion is not locked; you can change it by hand with what you know about the specific deal.
- Use the default win probability percentage tied to each stage, letting the system suggest that a deal at proposal counts with a lower likelihood than one in negotiation
- Override the suggestion per opportunity, pulling the probability up or down on a signal from the customer, tuning the forecast with your own field knowledge
- Count two opportunities in the same stage with different probabilities, reflecting in the forecast that one is hot and the other on hold
- Keep the probability on record together with the deal amount, transparently tracking how much weight each deal carries into the forecast
Weighted sales forecast: probability times amount, not magic
Sighthem's forecast method is transparent: it multiplies each opportunity's amount by its win probability and sums the results. This is the weighted-pipeline method, not an AI prophecy that reads the future; when the input is clean the output is reliable.
- Multiply each opportunity's amount (valueCents) by its win probability to compute the weighted value, reading the weighted total of all open opportunities as the sales forecast
- See deal by deal how the forecast is built, tracking how much each deal contributes instead of a single black-box number
- Watch the forecast recompute instantly when probability or amount changes, taking the forecast out of a static monthly report
- Keep firm order figures and weighted expectation separate, not mixing the potential in the open funnel with realized revenue
Currency breakdown and export to Excel
An exporter's funnel is not in a single currency; dollar, euro and lira deals live on the same board. Sighthem breaks the weighted revenue forecast down by currency and exports it to Excel with one click.
- See the weighted revenue forecast separately by currency such as USD, EUR and TRY, reading it with its source instead of hiding a currency mix inside one total
- Export the board data as xlsx, taking the forecast to a management meeting or your accountant as a portable table
- Filter the breakdown by stage, customer and currency in Excel, examining the sales forecast report on your own slice
- Generate the exported table from the same source as the board, preventing the figure in the presentation from diverging from the figure on screen
The chain from lead to opportunity to sales order
The deal pipeline does not stand in a vacuum; it starts with a lead and ends with a sales order. Sighthem lets you create an opportunity from the lead detail and builds this chain unbroken.
- Move a lead straight to the board with Create Opportunity from the lead detail card, forming the lead-to-opportunity link without entering the same customer a second time
- Keep the opportunity tied to the related customer and communication history, reaching the correspondence and call log behind the card from the same place
- Move from a won opportunity to a sales order, leaving no link of the lead-qualified-proposal-won-order chain in a spreadsheet
- Track where each opportunity on the board came from, seeing end to end how a lead from customer finding and CRM progresses through the funnel
Convert a won opportunity to a quote in one click
When you win a deal, the process should not start over with data entry. Sighthem turns a won opportunity into a quote (sales order / QUOTE) in one click, and does so without creating duplicate records.
- Turn an opportunity that reaches the WON stage into a quote, a sales order in QUOTE status, in one click, carrying the customer and amount to the order without retyping them
- Rely on the conversion being idempotent, so even if you click the same opportunity twice, no second duplicate order is created
- Move from the converted opportunity into the sales order flow, and from there to the COMMERCIAL INVOICE and shipment step on the same platform
- Keep the opportunity and the order born from it linked, moving traceably from the won deal's card on the board to the order record
Total weighted pipeline, access and the foreign trade flow
Sales forecasting is not an island on its own; it lives on the same platform as customer finding, CRM and the order flow. Sighthem puts a total weighted pipeline widget on the board and opens the data to the right person with role-based access.
- See the expected value of all open opportunities in one figure on the total weighted pipeline widget at the top of the board, taking the funnel's pulse from the same place every day
- Give the sales team and the manager separate access with stackable permission presets, controlling who sees which opportunity and forecast
- Keep the deal pipeline in the same workspace as customer finding and export CRM modules, tracking the chain from lead to collection on one platform
- Update an opportunity from the field with the mobile PWA, move a card to the next stage and have the weighted forecast recompute instantly
Make the deal pipeline the single screen you open every day. When you move a card to the right stage based on its real status and update the probability on a signal from the field, the weighted sales forecast stays live on its own; you do not have to fill in a separate forecast sheet at month-end.
When stage probability and deal amount are linked on the same board, the sales forecast no longer rests on one person's gut but on the real deals in the funnel. Because you see each opportunity's weighted contribution, you also read clearly which deal to close will pull the forecast up the most.
The weighted forecast is probability times amount; it is not a number that guarantees the future. Leaving stage probabilities without ever overriding them, keeping a lost opportunity on the board or counting cards with stale amounts pulls the forecast away from reality. Keep the board current; the forecast is reliable only if the data behind it is true.
Frequently Asked Questions
How is the sales forecast calculated, is there AI behind it?
Sighthem calculates the sales forecast with the weighted-pipeline method: it multiplies each open opportunity's amount by that opportunity's win probability and sums the results. This is not an AI prophecy that reads the future but transparent arithmetic; you see deal by deal how much each contributes to the forecast. A probability suggestion arrives for every stage but is not locked, and you can change it by hand.
Can I set the win probability of each stage myself?
Yes. The system suggests a default win probability percentage for each stage; the likelihood typically rises as you move from lead to negotiation. You can override this suggestion per opportunity and pull the percentage up or down on a signal from the customer. You can count two opportunities in the same stage with different probabilities and tune the forecast with your own field knowledge.
Can I see the weighted revenue forecast by currency and export it to Excel?
Yes. The weighted revenue forecast breaks down by currency such as USD, EUR and TRY; you read it with its source instead of hiding a currency mix in one total. You export the board data as xlsx with one click and examine your sales forecast report on your own slice by filtering the stage, customer and currency breakdown in Excel.
Does a won opportunity turn into an order automatically?
You turn a won opportunity into a quote, that is a sales order in QUOTE status, in one click; you do not need to retype the customer and amount. The conversion is idempotent, so even if you click the same opportunity twice, no second duplicate order is created. From there you move into the sales order flow, the COMMERCIAL INVOICE and shipment step on the same platform.
How do I move from scattered spreadsheets to a deal pipeline?
You can try Sighthem free for 14 days on the PRO plan, move your open deals onto the board as opportunities and test it on a real funnel. Once you bring a lead onto the board with Create Opportunity from the lead detail and mark the stage and probability, you gather the sales forecast that was fragmented across separate spreadsheets onto a single platform. You can start with no card required.
Manage the deal pipeline, stage-based probability, weighted sales forecast and converting won deals into sales orders on the same platform as the rest of your foreign trade. Try Sighthem free for 14 days on the PRO plan, no card required.
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