Model
A forecast from the record
Each open deal scored from what really happens in deals like it: stage history, activity, the customer’s usage and support, and how close dates have slipped before.
Enterprise AI · AI for sales · Forecasting
AI sales forecasting you can check.
A forecast built from every system that knows the deal, set beside your team’s own call, and scored against what really closed, every quarter.
Updated
How does AI make a sales forecast better?
Three ways, and none of them is a smarter guess. It reads more of the signal than a person can: the deal, the contract, the support history and the product usage together. It keeps every human override beside the model’s number. And it scores every forecast against what really closed, keeping only the changes that score better.
- Read from the recordBuilt from deals, history, billing, support and usage.
- Calls on the recordEvery override kept beside the model’s number.
- Scored at quarter endChecked against what closed, every quarter.
- ExplainedWhy the number moved, with the deals behind it.
Why forecasts miss
From our research, why sales forecasts miss.
- 7%of sales teams reach 90% forecast accuracy or better, by Gartner’s count. The middle team sits at 70 to 79%.
- 69%of sales operations leaders tell Gartner forecasting is harder than it was three years ago.
- 4 in 5sales and finance leaders missed a quarterly forecast in the past year, in Xactly’s vendor survey.
- 60%of chief sales officers say their number is largely driven by things outside their control, per Gartner.
What we build
Built on your CRM and the systems around it, and run beside your team’s own forecast before anything changes.
Judgment
Every call on the record
The rep’s and the manager’s calls are kept beside the model’s number. By the end of the quarter, everyone can see whose was closer, and by how much.
Check
Scored when the quarter closes
Each forecast is checked against what closed. A change to the model is kept only when it scores better, the way our learning research works.
Explain
Why it moved
Each week, what changed in the number and why, in plain words, with the deals that moved it, ready before the forecast call.
Security
It works inside your rules.
It reads your CRM and the systems around it with the access your people already have. How we handle your data
- Numbers from recordsThe forecast is computed from your data. A model explains it and never writes a figure.
- Your CRM’s permissionsEach person sees only the deals they can already see.
- Judgment stays humanThe number you commit is yours. The model’s is beside it, never in place of it.
- On the recordEvery forecast, override and score is kept, so any quarter can be reviewed.
How it starts
Run beside your own forecast for a quarter before anyone relies on it.
- 01A working callHow you forecast today, where it misses, and which systems hold the signal.
- 02Join the dataDeals keyed to billing, support and usage, with pipeline and bookings defined once.
- 03Run beside yoursA full quarter alongside your team’s forecast, both scored against what closes.
- 04Then rely on itOnly once it has earned it, and every quarter it keeps being checked.
Where to go next
Questions
How accurate will it be?
We don’t promise a number before we have seen your data. Every forecast is scored against what closed, beside your team’s own, so you see exactly how it does, quarter by quarter.
Does it replace our forecast call?
No. It gives the call a second number and the reasons behind it. The number you commit stays yours.
We already have forecasting in our CRM. Why add this?
The forecasting in a CRM reads the CRM. Ours reads the CRM joined to billing, support and usage, and is checked against what closed, every quarter.
What does it cost?
It depends on your systems and how much of the work your own people do. We say it in writing after the first call.