Opportunity Forecasting | Clixio Changelog

Gain a clear, real-time insight into your future revenue — no spreadsheets required.

We are excited to introduce a dedicated Forecast tab within the Opportunities section. This feature allows you to track, predict, and enhance your pipeline performance using expected close dates and probability-based forecasting.

This feature can be activated from Subaccount > Labs

• Forecast timeline view

  to track deals over time (Week / Month / Quarter)

• Drilldowns

  to view and edit opportunities linked to every number

• Apply filters

  to segment your data

• Click on any metric (such as “Missing close date”) to drill down
• Drag and drop opportunities to the correct month to update the close date

• Customize risk settings

  to align with your sales cycle

• Transition from basic pipeline tracking to

  real revenue forecasting

• Achieve a

  more accurate view of what will close and when

• Identify

  at-risk deals early

• Enhance

  data quality and forecasting accuracy

• Reduce reliance on

  manual reporting and spreadsheets

• Always complete

  Opportunity Value

  and

  Expected Close Date

• Utilise

  probability overrides

  for improved accuracy

• Advanced reporting integrations
• Goal setting for agents
• Enhanced sharing and permissions for forecast views