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Know what's coming before it lands.
Sequence turns your live pipeline into a realistic picture of expected business: closings by month, weighted by how confident you are in each deal and your own track record.
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Stop guessing how the next few months will go
The Forecast screen takes the deals you already have and shows you what they're likely to be worth, when they're likely to land, and who's bringing them in.
Your total pipeline, at a glance
See the combined value of every open deal that has a close date, so you always know how much business is genuinely in motion right now.
It's the honest top-line: not what you hope might come in one day, but what's actually live and dated in front of you.
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A weighted view that's actually realistic
Each deal's value is adjusted by how confident you are in it (deal value × confidence), giving you a grounded figure rather than a best-case fantasy.
No more banking on deals that are really only a maybe. A £20,000 case you're 40% sure of counts as £8,000, which is how a sensible adviser plans.
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Expected revenue, based on your real track record
The forecast applies your actual historical conversion rate to your pipeline, so the prediction reflects how you really perform, not wishful thinking.
If you convert around a third of your pipeline, that's the number you'll see, an honest figure you can budget and plan around with confidence.
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Your true conversion rate, tracked for you
See what proportion of leads turn into completed business, worked out automatically from your own history rather than a hopeful guess.
Spot it early if your close rate starts to dip, so you can act on it well before it ever shows up in your income.
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Forecast by month
Expected closings are grouped by their estimated close date, so you can see which months look strong and which look a little thin.
Perfect for planning cash flow and for ramping up your activity before a quiet patch arrives, rather than discovering it once it's too late.
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Forecast by adviser
For managers, the forecast breaks down by individual adviser and sorts by weighted value, so you can see who's carrying the pipeline at a glance.
It makes it easy to spot where to coach, how to balance the workload, and who might need a little support before the month runs away from them.
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Three numbers, three honest methods
A forecast is only worth having if you understand where it comes from. Here's exactly how each figure is built, in plain terms.
Everything live
The full value of every open deal that has an estimated close date. Your raw potential, before any adjustment.
Value × confidence
Each deal scaled by how likely it is to land, so a confident case counts for more than a long shot.
Your real conversion
The pipeline run through the conversion rate you've actually achieved, for a grounded, plannable number.
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Get started
See your next three months, clearly
Try the demo account and explore the full Forecast screen with sample data, or create an account and add a close date and confidence to your own deals to see it come to life.