Included in Revenue Grid Ultimate
Sales forecasting shouldn’t be a guessing game. Revenue Grid helps
revenue leaders build disciplined forecasting processes, track changes in
real time, and guide teams with AI-driven insights, so forecasts are
accurate, trusted, and actionable.

Sales Forecasting
Sales Forecasting gives sales and RevOps teams full control
over how forecasts are built, reviewed, analyzed, and guided,
all natively aligned with Salesforce.
Forecasting processes break down without structure and consistency
Inconsistent forecasting leads to unreliable numbers and low confidence. Standardize weekly, monthly, and quarterly forecasting across the team with automated reminders, and create, submit, or adjust forecasts by segment, product, geography, or revenue type, all with consistency and accountability.
Forecasts change but it’s hard to see what actually shifted
Real-time roll-up forecasting shows how projections evolve week over week, while AI helps project where you’re likely to land. Review quota, overrides, and adjustments across all forecast categories, understand what changed since the last forecast call.
Revenue risk often surfaces too late to act
Even committed forecasts can carry hidden risk. Instantly understand which portion of your forecast is at risk, how healthy those deals really are, and why. AI-based signals surface important changes in real time so you can take corrective action early.
Forecast insights shouldn’t require tones of reports
When leaders need answers, speed matters. Ask direct questions about forecast status, rep-level projections, risk, and changes, and get instant, accurate answers based on your Salesforce data. Built for forecast calls, pipeline reviews, and executive discussions.
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