Know what's happeningand what to do next

Bring visibility, prioritization, and guidance together so leaders can make faster decisions and focus teams where they can have the greatest impact.

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Trusted by 800K+ Salesforce users globally

Built for foresight

Bring the revenue
picture together

Revenue depends on complex client relationships, long sales cycles, and multiple stakeholders, yet pipeline health, relationship signals, team activity, and insights from client conversations are often fragmented across systems.

Revenue Grid Foresight combines Revenue IQ and Meeting IQ to bring pipeline intelligence, relationship health, team performance, meeting intelligence, and opportunity guidance into one Salesforce-native solution. Leaders gain a clearer view of what is changing across the business, how client conversations are impacting opportunities, and where attention is needed most.

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Opportunity

Northstar Systems

Predicted Loss

Found momentum declining...

the opportunity moved back to 15% Qualified Lead,

the close date slipped, and key buying signals remain unconfirmed.

Overview

Action Items

Next Steps

Summary

This $100,501 opportunity has moved back to 15% Qualified Lead, and the close date has shifted to September 28, 2026. Momentum has weakened, with no confirmed champion, budget, license count, decision-maker, or prospect-confirmed evaluation plan.

Immediate focus: Confirm the buying team, commercial scope, and evaluation timeline with the prospect.

At a glance

Immediate focus: Confirm the buying team, commercial scope, and evaluation timeline with the prospect.

Evaluation Call

David ChenVP Of SalesAlex MorganAccount Executive

Highlights

Next Steps

Transcript

Summary

Acme is evaluating Revenue Grid to improve CRM adoption and forecast accuracy. Stakeholders confirmed budget and expanded the rollout to 450 reps.

Updates

Discovery Stage → Evaluation Stage

Discovery criteria met and evaluation process initiated.

Opportunity

Salesforce Synced

Security review reminder sent

Final pre-procurement check flagged to the deal team.

Shared in Slack

Which clients should I focus on this week?

Worked through 5 steps

4 accounts show signs of risk based on recent activity, deal movement, and engagement:

Carter & Co.

$420K opportunity with an 18% drop in deal value and a close date pushed 14 days.

Review the deal

Atlas Digital

$195K opportunity with 4 open actions and a key meeting in 3 days.

Prepare for meeting

Crescent Systems

$285K opportunity with 3 unanswered follow-ups and no executive engagement in 24 days.

Re-engage

Know the real state of your revenue and where to act next

See what is changing across your pipeline, understand what is driving performance, and turn emerging risks into clear priorities before opportunities lose momentum.

See pipeline movement and risk across opportunities, portfolios, teams, and regions
Validate deal health, stage, and close dates against real client activity to expose forecast risk early
Focus teams on the right opportunities with prioritized next steps and practical guidance for execution

Learn More about Revenue IQ

Opportunity

Northstar Systems

Predicted Loss

Found momentum declining...

the opportunity moved back to 15% Qualified Lead,

the close date slipped, and key buying signals remain unconfirmed.

Overview

Action Items

Next Steps

Summary

Immediate focus: Confirm the buying team, commercial scope, and evaluation timeline with the prospect.

At a glance

Immediate focus: Confirm the buying team, commercial scope, and evaluation timeline with the prospect.

Turn every client conversation into revenue impact

Make every meeting more valuable with better preparation, automatic follow-through, and clear insights that improve execution over time.

Prepare with complete client, opportunity, stakeholder, and engagement context before every meeting
Turn conversations into action with captured decisions, next steps, follow-ups, and CRM updates
Improve meeting quality with objective evaluation, coaching insights, and clear guidance for future conversations

Learn More about Meeting IQ

Evaluation Call

David ChenVP Of SalesAlex MorganAccount Executive

Highlights

Next Steps

Transcript

Summary

Acme is evaluating Revenue Grid to improve CRM adoption and forecast accuracy. Stakeholders confirmed budget and expanded the rollout to 450 reps.

Updates

Discovery Stage → Evaluation Stage

Discovery criteria met and evaluation process initiated.

Opportunity

Salesforce Synced

Security review reminder sent

Final pre-procurement check flagged to the deal team.

Shared in Slack

Get insights faster

Ask Kora Chat questions across your pipeline, accounts, opportunities, and client relationships to quickly understand what changed, what needs attention, and what to do next with answers grounded in the same business context behind Foresight.

Which clients should I focus on this week?

Worked through 5 steps

4 accounts show signs of risk based on recent activity, deal movement, and engagement:

Carter & Co.

$420K opportunity with an 18% drop in deal value and a close date pushed 14 days.

Review the deal

Atlas Digital

$195K opportunity with 4 open actions and a key meeting in 3 days.

Prepare for meeting

Crescent Systems

$285K opportunity with 3 unanswered follow-ups and no executive engagement in 24 days.

Re-engage

Kora AI

Kora AI connects CRM data, client activity, meetings, relationship history, and opportunity context to power trusted, source-traceable insights, risks, summaries, and recommended actions aligned with your revenue process.

Grounded in trusted business context
Kora connects CRM records, conversations, relationships, and activity history so insights are based on the full client picture, not isolated prompts.
Traceable to the source
Recommendations and answers can be tied back to the conversations and CRM records behind them, giving teams greater confidence in every output.
Built around your business
Kora adapts to your processes, playbooks, methodologies, and success criteria so guidance reflects how your teams actually work.
Designed to drive action
Kora surfaces risks, opportunities, next-best actions, meeting guidance, coaching insights, and recommended updates when they matter.

Learn More about Kora AI

Customer voices

Trusted by revenue
teams worldwide

Helping revenue teams turn client context into clearer decisions and stronger execution

Jason Pfeiffer
Vice President, Rand Simulation
Meeting Assistant has become an important part of how we manage opportunities. The meeting summaries are phenomenal, and they feed into a broader view of the deal, helping us quickly understand risks, key insights, and where we should focus next.
Konstantin Perederiy
Sales Leader, Customertimes
Revenue Grid helps us save 30–40% of the time we used to spend preparing pipeline reports and tracking deals, so we can focus on our customers and driving outcomes.
Jason Kramer
Regional Sales Manager, Rand Simulation
The biggest value for me is having Revenue Grid's opportunity summary in Salesforce. It brings together meeting insights, deal risks, and key recommendations into a quick snapshot, making it much easier to understand where every opportunity stands without digging through multiple meetings.