Axel Book a call

SALES PIPELINE · FORECASTING · XERO · SERVICEM8

Know which deals will close — and what they'll cost — before the invoice lands.

Most pipeline trackers are a list of optimism. Axel Sales Management connects your leads and weighted forecast to real invoiced revenue in Xero and job data in ServiceM8 — so actuals keep your projections honest.

Book a 30-minute call See what's included
FY 2025–26 Revenue Forecast
Revenue Expenses

A pipeline that doesn't connect to your accounts is just a wish list.

Probability-weighted forecasts are only useful when they're tested against what actually invoiced. Most tools stop at the estimate. Axel doesn't.

When Xero data syncs back against your open pipeline, you stop asking "is this deal realistic?" and start asking "what do I need to close next month to hit the number?" ServiceM8 job data feeds in too — so field service revenue isn't siloed from your sales view.

Xero ServiceM8 Manual import

WHAT'S INCLUDED

Pipeline to payment, in one view.

Lead and deal tracking

Log every lead with a contact, deal value, stage, and close probability. Assign an owner. Set a target close date. That's it — no fields you'll never fill in.

  • Kanban and list views
  • Stage-by-stage conversion tracking
  • Deal owner and team visibility
  • Notes and follow-up reminders

Weighted revenue forecast

Probability × deal value gives you a forecast line. The chart shows revenue and expense projections side by side, so you can see margin — not just top line — at a glance.

  • Monthly and quarterly views
  • Revenue vs expense overlay
  • Profit gap visualisation
  • FY and rolling 12-month modes

Xero and ServiceM8 reconciliation

Invoiced amounts in Xero flow back into the forecast as actuals. ServiceM8 jobs map to deals automatically. Your projections update as the real numbers come in — you don't chase them.

  • Xero invoice sync (daily)
  • ServiceM8 job-to-deal mapping
  • Forecast vs actual variance report
  • Manual override for edge cases
1 view Pipeline, forecast, and actuals in one place — no spreadsheet bridging required
Daily Xero sync frequency — actuals update automatically, not when you remember to export
Margin Not just revenue — the chart shows the gap between what you earn and what it costs

THE PROCESS

Set up in a day. Useful from week one.

  1. 1

    Connect your accounts

    Authorise Xero and ServiceM8 via OAuth — read-only access, no credentials stored. Existing invoices and jobs import automatically. Most businesses are connected inside an hour.

  2. 2

    Load your pipeline

    Add your open deals — or import from a spreadsheet. Set a stage, a value, a probability, and a target close date. The forecast line populates immediately.

  3. 3

    Watch actuals reconcile

    As invoices land in Xero, they appear as actuals against the relevant deal. Forecast vs actual variance is visible on the same chart — no export, no pivot table.

  4. 4

    Review and adjust monthly

    Use the monthly variance report to see where your forecast drifted from reality. Adjust stage probabilities, close dates, or deal values. The forecast updates on save.

Your Xero data is already there. Put it to work.

Axel Sales Management is built for Australian SMBs already using Xero or ServiceM8. If you're tracking pipeline in a spreadsheet and forecasting by gut feel, book a call — we'll show you what connected looks like.

30 minutes. We'll demo with your own chart of accounts if you want.

Book a 30-minute call