Forecast categories that match the way you sell
Not every CRM gives you the flexibility to classify deals the way your team actually works.
A clear forecast category system lets you separate what’s closing from and what’s still in play, giving your managers and reps a shared view of the pipeline they can trust.
Twozo lets you use built-in categories like committed and best case, or create your own to match your sales process. Set a default category, and every deal with a close date is organised automatically. This helps your team always know where each deal stands.
See your team’s performance the way you manage it
Getting a clear picture of team performance is hard when your quota data and forecast live in different places.
Twozo CRM brings quota attainment and forecast data together, with two views that match your organisation’s structure.
View performance by team or by reporting structure, and see quota, deals won, and forecast numbers together.
Adjust your forecast when the numbers need to change
Keeping your forecast accurate is hard when there is no clear way to commit deals or track what has changed.
Twozo CRM lets managers commit deals and override forecast totals directly. Deals that have not been committed yet are shown in one place, and you can move them into the committed forecast category from there.
Committed or best-case forecast totals can be manually adjusted when needed. Overridden values appear in red so the whole team can see what changed. Every forecast override is logged with who changed it, when, and any notes added.
Keep your forecast data in the right hands
Giving every user full access to quota and forecast data creates confusion and makes it harder to trust the numbers.
Twozo CRM lets you control who can view, edit, and manage quota and forecast data. Each person only works with what is relevant to their role.
Control who can view quotas, create targets, commit deals, and override forecasts. Each permission works independently, giving you precise control over every level of access across the organisation.