Also known as: sales forecast, weighted pipeline, revenue forecast
A pipeline forecast projects expected revenue by weighing each open deal by its stage probability. A $50K deal at 40% probability contributes $20K to the weighted forecast. Accurate forecasts require disciplined deal hygiene: probabilities that reflect actual likelihood, stages that move with real signals, and stale deals that get removed rather than massaged.
Where you'll see pipeline forecast in day-to-day work inside Helm.
Helm Sales Pipeline tracks stages, amounts, and probabilities per deal. Analytics rolls the weighted forecast into monthly and quarterly views, with historical trend lines to compare expected vs actual. The Sales Rep and Sales Development Rep agents run forecast hygiene: flagging deals with no activity in 14+ days, surfacing over-optimistic probabilities, and suggesting stage progressions when activity signals warrant it.
Concepts that show up in the same workflows and reports.
Common questions and honest answers.
Use historical close rates by stage as a starting point. Most CRMs let you report on "of deals that reached X stage, what percentage closed?". That percentage is the realistic stage probability. Most forecasts over-weight optimism. Historical data corrects it.
Weekly at minimum. Daily is ideal for high-velocity pipelines. Helm Sales Rep agents keep the pipeline current by logging activity and suggesting stage changes, reducing the burden of manual hygiene.
Committed: deals you're confident will close (90%+ probability). Best-case: all open deals at full value, no probability weighting. Weighted: every deal × its probability. Good forecasts present all three so leadership sees the range, not just one number.
Helm is the AI work platform where these concepts stop being theory and start being your Monday morning.