Merchant sales
Know what is likely to close, and what is holding it up.
Compare deal values, stage probabilities and expected close dates across reps and territories. Review recent activity and ageing deals alongside the headline forecast.
What it handles
Monitor weighted pipeline, conversion, activity, targets and likely outcomes across teams and territories.
Sales capability
What Forecasting & performance covers
Monitor weighted pipeline, conversion, activity, targets and likely outcomes across teams and territories.
01
Weighted pipeline and scenario views
02
Targets, pacing and attainment
03
Stage age and stalled-opportunity reporting
04
Team, representative and territory comparisons
Workflow notes
Forecasting & performance in practice
A team has enough pipeline value on paper but several large opportunities have been in the same stage for weeks. Forecast review needs timing and activity as well as headline value.
What to prepare
Bring stage probabilities, expected close dates, targets and the definitions used in your existing management reports.
Review the workflow
- Compare weighted and unweighted pipeline for the same period.
- Review stage age and identify opportunities with no current next action.
- Agree how managers revise assumptions and explain differences from the previous forecast.
Is forecast revenue the same as earned residual income?
No. A forecast describes an expected outcome based on assumptions. Keep it distinct from boarded merchants, realised processing activity and reconciled residual income.
Related tools for your team
- Merchant onboarding — Coordinate applications, documents, checks, acquirer requirements and progress without losing ownership.
- Statement auditing — Extract rates, fees, volumes and anomalies from processing statements for commercial and risk review.
- Implementation guide — plan your data move, setup and testing.
- Payments glossary — understand the terms used in merchant services.
Before you set it up
A forecast is only as current as its close dates and sales stages. Review those assumptions with the reps responsible for the deals.
Continue through Sales
Related capabilities
Show us how your team sells.
Bring your sales stages and a typical merchant enquiry. We will show how to handle the lead, follow up, prepare a proposal and pass the agreed deal to onboarding.