Deal Forecasting

Available on Professional plans and above.

Kamili CRM uses AI to analyze your deal history and predict future outcomes:

**Win probability**: Each deal gets a probability score based on stage, velocity, and engagement

**Close date prediction**: Estimated days to close based on historical patterns

**Revenue forecast**: Aggregate pipeline forecast by month and quarter

Go to **Reports** > **Forecast**.

View predicted revenue by time period.

Filter by pipeline, owner, or team.

Compare forecast vs. actual performance.

The forecast improves over time as more deals are closed. For best results:

Keep deal stages updated

Log activities consistently

Set realistic close dates

Mark lost deals promptly

**High (70%+)**: Strong engagement signals, matches historical winning patterns

**Medium (40-70%)**: Some positive signals, but uncertain

**Low (<40%)**: Limited engagement or patterns suggest risk

Understanding Deal Forecasting