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CRM & Forecasting

In today's fast-paced agency business environment, staying informed with live data is crucial. You need real-time insights on opportunities, their progress in the sales funnel, projected closing dates, their value, and how they impact your current resource capacity. Additionally, it's essential to track the time invested in winning the pitch compared to the contract value.

Having access to this live data empowers you to make informed decisions, seize opportunities, and effectively manage your resources. Stay ahead of the game by leveraging Magnetic's dynamic features, ensuring you have a clear understanding of your agency's opportunities, resource allocation, and the value derived from your efforts.

There are several advantages of having a pipeline forecasting tool.

Harness the power of Magnetic's Revenue Forecast feature to gain real-time insights into your agency's monetary performance

Improved Sales Visibility: A pipeline forecast provides a clear view of the sales opportunities in progress, helping the agency and managers understand the current and future revenue potential. It allows for better sales planning and resource allocation.

Accurate Revenue Projection: By analysing the pipeline, agencies can estimate and project future revenue more accurately. This helps in financial planning, budgeting, and resource allocation, ensuring a more realistic and achievable revenue forecast.

Opportunity Prioritisation: A pipeline forecast helps identify high-priority opportunities, enabling the agency to focus their efforts on the most promising leads. This improves overall sales productivity and increases the chances of closing deals successfully.

Magnetic Pipeline Forecast

Drive agency success with proactive new business management and data-driven decision-making

Proactive Sales Management: With a pipeline forecast, the agency can identify potential bottlenecks, challenges, or gaps in the sales process. This allows for proactive management, timely intervention, and strategic adjustments to keep the sales pipeline flowing smoothly.

Decision-Making Support: Accurate pipeline forecasting provides valuable insights for decision-making at different levels of the organisation. It helps identify trends, analyse conversion rates, evaluate sales performance, and make informed decisions regarding resource allocation and market strategies.

Business Growth and Scalability: With a well-managed pipeline forecast, agencies can track growth trends, identify potential opportunities for expansion, and plan for scalability. This allows for more strategic decision-making and sustainable growth.

Get a clear view of your agency's sales funnel with Magnetic's intuitive drag-and-drop lane view

Magnetic Opportunities Lane View

Magnetic empowers your agency with a comprehensive and user-friendly sales funnel overview. Our intuitive drag-and-drop lane view interface allows you to effortlessly visualise and manage your sales pipeline. Easily track leads as they progress through each stage of the sales process, from initial contact to closed deals. Gain valuable insights into your agency's sales performance and identify areas for improvement. 


Magnetic is simple and easy to use - navigating your way around tasks and campaigns is a great user experience. When I started using Magnetic 2 years ago, I was dreading learning how to use yet another project management system but to my surprise, the training proved that this really is a great tool. Tasking in projects and assigning them to users is easy and this tool in comparison to a competitor I have worked on previously is miles apart.

Some of the worlds greatest companies trust us.

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