Sales Pipeline Weighted Forecast
Stage-probability weighted revenue forecast with period targets, rep/product breakdown and forecast-vs-actual
Sales Pipeline Weighted Forecast turns the raw CRM pipeline into a disciplined, period-based revenue forecast without spreadsheets. Every opportunity is weighted by its win probability, classified into Commit/Best Case/Pipeline/Worst Case, matched to the forecast period covering its expected closing date, and rolled up into rep and product breakdowns with daily forecast-vs-actual snapshots.
Key Features
Weighted forecast on every opportunity
Each opportunity gets a Weighted Forecast amount (Expected Revenue x win Probability) and a Forecast Category resolved from the same probability that already drives the CRM stage, with a closed-won deal always counted at full value and a closed-lost deal always at zero.
Forecast product breakdown
An optional Forecast Product on any opportunity unlocks a product-level forecast breakdown alongside the rep-level one, both on the dashboard and in snapshots.
Monthly, quarterly or custom Forecast Periods
Define a period, optionally scoped to one sales team, with a revenue target; opportunities are automatically matched to the period whose date range covers their Expected Closing date.
Live period scenario amounts
Each period computes total and weighted pipeline, Commit/Best Case/Worst Case scenario amounts, already-closed-won actuals, target attainment percentage and the variance between weighted forecast and real actual, straight from the current pipeline.
One-click Match Opportunities
Retroactively link any opportunity whose Expected Closing date falls inside a period, so periods created after opportunities already exist still pick them up.
Forecast-vs-actual snapshots
Capture Snapshot freezes a period's current pipeline, weighted and scenario amounts, actual won-to-date, variance and full rep+product breakdown into an immutable record, building a real forecast-accuracy history over time.
Daily automatic snapshot capture
A scheduled action captures a snapshot for every open period automatically, so last week's weighted forecast for a quarter can be compared against how it actually played out.
Pipeline forecast dashboard
A pivot/graph dashboard on the pipeline measures the weighted forecast and groups by salesperson, forecast product, forecast category and forecast period.
Use Cases
Screenshots
01 Pipeline Dashboard Pivot
03 Forecast Periods List
04 Forecast Period Form
05 Forecast Snapshots List
Why Choose This Module
Because weighting, categorisation, period aggregation, rep/product breakdown and forecast-vs-actual variance all live in one framework-free Python engine, the number a rep sees on their own opportunity, the number rolled up into the period total, and the number frozen into a daily snapshot are all guaranteed to be computed by the exact same rules.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: 35+
- Author: Pokutsoft
- Dependencies: crm, product
- Support: odoo@gencbaris.com
- Update date: 2026-07-13
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 1007 |
| Technical Name |
sales_pipeline_weighted_forecast |
| License | OPL-1 |
| Website | https://pokutsoft.com/ |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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