Opportunity Forecasting

Get a clear, real-time view of your expected intake revenue — without spreadsheets.

CareFunnels now includes a dedicated Forecast tab inside Opportunities to help you track, predict, and improve your care intake pipeline performance using expected close dates and probability-based forecasting.

• New Forecast tab inside Opportunities

• Forecast revenue using Expected Revenue (weighted by stage probability)

• New field: Expected Close Date

• Summary dashboard showing:

  • Max potential revenue

  • Expected revenue

  • Won revenue

  • Open Opportunities

• Forecast timeline view to track Opportunities across time (Week / Month / Quarter)

• Drilldowns to view and edit the inquiries behind every number

• Data hygiene insights:

  • Missing close dates

  • Missing inquiry values

  • Overdue inquiries

  • Risk classification: High, Medium, Low — based on slippage

• Custom risk settings to define your own thresholds

• Advanced filters and grouping by Owner, Status, Close Date, and more

1. Go to Opportunities → Forecast tab

2. Use the Summary view to understand overall care intake pipeline health

3. Switch to Forecast Timeline to track inquiries over time

4. Adjust the time view: Week / Month / Quarter

5. Apply filters to segment by owner, status, or close date

6. Click any metric (e.g., "Missing close date") to drill down into the underlying inquiries

7. Drag and drop Opportunities to the correct month to update the expected close date

8. Customize risk settings to match your intake cycle

For home care agencies, Opportunity Forecasting moves CareFunnels from basic care intake pipeline tracking to true revenue forecasting:

• Get a more accurate view of which inquiries will convert — and when

• Identify at-risk inquiries before they go cold

• Improve data quality across your intake team

• Reduce reliance on manual reporting and external spreadsheets

• Always fill in Inquiry Value and Expected Close Date on every care inquiry for accurate forecasting

• Use probability overrides on high-confidence inquiries for better weighted revenue calculations

• Review data hygiene cards regularly — missing data is the #1 cause of inaccurate forecasts

• Tune risk thresholds based on your typical intake-to-start timeline

• Care inquiries are assigned the highest risk level they qualify for

• Inquiries without a close date are excluded from forecast calculations

• Forecast accuracy depends heavily on clean, complete inquiry data

• Deeper reporting integrations

• Goal setting by intake coordinator or owner

• Enhanced sharing and permissions for forecast views

Have questions? Contact the CareFunnels support team.