Forecast
Revenue Forecast
How current opportunities are likely to convert into payment-processing revenue this quarter and across the year.
Data source: Sample data
Illustrative pipeline for demos. Switch to Live to pull real deals from your CRM.
$323.0K
Probability-weighted, close date in quarter
$807.2K
$26.9K closed + weighted pipeline
$780.3K
13 open deals
5 deals
$730.4K potential annual revenue
- Prospecting$15.6K · 2 deals
- Qualification$105.6K · 3 deals
- Proposal$418.5K · 4 deals
- Negotiation$240.7K · 4 deals
- Closed Won$26.9K · 1 deals
Pacific Stone Dental
Healthcare · Negotiation · close Jun 18
$30.2K
75%
Harborline Coffee Co.
Restaurant · Negotiation · close Jun 22
$77.7K
80%
Cedar & Vine Restaurants
Restaurant · Negotiation · close Jun 25
$172.2K
70%
Rivertown Pediatrics
Healthcare · Negotiation · close Jun 29
$47.0K
75%
Meridian Health Group
Healthcare · Proposal · close Jul 10
$403.2K
60%
Lumen Online Market
eCommerce · Proposal · slipping past Jul 28
50%Brightway Auto Service
B2B Services · Qualification · slipping past Sep 12
30%Skyloft Furnishings
eCommerce · Qualification · slipping past Sep 22
40%
| Merchant | Industry | Deal stage | Est. processing volume | Est. revenue (annual) | Close probability | Forecast category |
|---|---|---|---|---|---|---|
| Harborline Coffee Co. | Restaurant | Negotiation | $1.85M / mo | $77.7K | 80% | Commit |
| Meridian Health Group | Healthcare | Proposal | $9.60M / mo | $403.2K | 60% | Best Case |
| Nordlight Apparel | Retail | Qualification | $3.20M / mo | $134.4K | 35% | Pipeline |
| Sunward Logistics | B2B Services | Proposal | $2.40M / mo | $100.8K | 55% | Best Case |
| Pacific Stone Dental | Healthcare | Negotiation | $720.0K / mo | $30.2K | 75% | Commit |
| Lumen Online Market at risk | eCommerce | Proposal | $5.40M / mo | $226.8K | 50% | Best Case |
| Cedar & Vine Restaurants | Restaurant | Negotiation | $4.10M / mo | $172.2K | 70% | Commit |
| Brightway Auto Service at risk | B2B Services | Qualification | $980.0K / mo | $41.2K | 30% | Pipeline |
| Aster Beauty Group | Retail | Prospecting | $1.30M / mo | $54.6K | 15% | Pipeline |
| Quill & Quartz Bookstores | Retail | Closed Won | $640.0K / mo | $26.9K | 100% | Closed |
| Verdant Yoga Studios | B2B Services | Proposal | $410.0K / mo | $17.2K | 45% | Best Case |
| Rivertown Pediatrics | Healthcare | Negotiation | $1.12M / mo | $47.0K | 75% | Commit |
| Skyloft Furnishings at risk | eCommerce | Qualification | $2.75M / mo | $115.5K | 40% | Pipeline |
| Goldleaf Catering Group | Restaurant | Prospecting | $880.0K / mo | $37.0K | 20% | Pipeline |