Forecastio Features

Compiles data from a breadth of either internal or external sources. This feature was mentioned in 17 Forecastio reviews.

As reported in 17 Forecastio reviews. Enables user to communicate data by securely exporting and sharing it.

Based on 17 Forecastio reviews. Allows users to view data visualizations on several devices.

Based on 17 Forecastio reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.

Enables user to segment customer or prospect data in meaningful ways such as by industry or region. This feature was mentioned in 16 Forecastio reviews.

Based on 17 Forecastio reviews. Provides scores or rankings of each prospect based on the data provided.

Provides insights to determine which deals already in the pipeline have the best chance of closing. 16 reviewers of Forecastio have provided feedback on this feature.

Warns sales teams of accounts that may be at risk of being lost. This feature was mentioned in 16 Forecastio reviews.

As reported in 16 Forecastio reviews. Provides live customer data so that sales organizations forecasts stay current.

Based on 16 Forecastio reviews. Updates every time a change is made enabling users to trace a deal through the pipeline.

Enables competition between a sales team by providing things like challenges and scoreboards. 15 reviewers of Forecastio have provided feedback on this feature.

Provides insightful data at the account level to arm salespeople with the most relevant information possible. This feature was mentioned in 16 Forecastio reviews.

Based on 17 Forecastio reviews. Enables sales managers to stay on top of their team activities by providing visibility into customer communication.

Based on 14 Forecastio reviews. Assigns achievement badges to high-performing employees based on pre-determined standards.

Based on 14 Forecastio reviews. Automatically recognizes achievements that should be added to the leaderboard.

As reported in 15 Forecastio reviews. Helps users determine sales goals by calculating potential commission rates.

As reported in 14 Forecastio reviews. Highlights top-performing employees to publicly reward their achievements.

Based on 15 Forecastio reviews. Creates user profiles similar to social media pages that display private or public statuses and updates.

Generates reports with customizable fields to further understand employee performance. 15 reviewers of Forecastio have provided feedback on this feature.

As reported in 15 Forecastio reviews. Visualizes individual and team insights such as new leads and outbound calls.

As reported in 14 Forecastio reviews. Allows teams to set trackable goals within the tool.

Integrates with CRM and financial systems to help determine goals This feature was mentioned in 16 Forecastio reviews.

Organizes team members by roles, activities and objectives and weighs tasks by importance. This feature was mentioned in 15 Forecastio reviews.

Based on 15 Forecastio reviews. Allows managers and administrators to peruse profiles and monitor employee behavior and performance.

Allows users to track how previous revenue forecasts have developed over time

Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities

Reports results on revenue attainment, conversion rate, and overall revenue analytics

Allows users to view data visualizations on several devices

Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region.

Provides users with ability to predict upcoming forecast based on AI insights and deal health

Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success

Automatically associates calendar invites to update deal progress in a CRM

Automatically associates sales activities within emails to the relevant accounts in your CRM

Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM

Automatically links marketing leads to sales generated opportunities in your CRM

Automatically captures contacts engaged with and associates to relevant accounts in a CRM

Identifies accounts that sales reps aren't engaging with

Maximizes account coverage by determining the optimal number of accounts per rep

Identifies common themes among historical deals that are won or lost

Identifies common themes and actions amongst reps that close the most deals

Allows users to track the level of engagement with each account and provides insights on frequency of engagement

Identifies common themes among historical deals that are won or lost to provide insights into successful strategies

Based on 16 Forecastio reviews. Provides ability to score accounts based on potential revenue to prioritize accordingly.

Provides ability to structure topline revenue goals. 16 reviewers of Forecastio have provided feedback on this feature.

Segment accounts based on ideal customer profile and business objectives. This feature was mentioned in 16 Forecastio reviews.

As reported in 16 Forecastio reviews. Ability to monitor plan performance data to identify deviations and course correct for rep and business unit.

Forecast sales data for sales teams, individual reps, territories, or products. This feature was mentioned in 16 Forecastio reviews.

Integrates with a variety of business systems to pull in relevant data and make data-driven decisions. This feature was mentioned in 15 Forecastio reviews.

Abilty to create and run "what-if" scenario modeling to inform business decisions. 16 reviewers of Forecastio have provided feedback on this feature.

Ability to manage distribution of territories and alter segmentation and coverage to meet business goals. 16 reviewers of Forecastio have provided feedback on this feature.

As reported in 16 Forecastio reviews. Define territories to ensure optimized market coverage and allocate resources appropriately.

Based on 16 Forecastio reviews. Ability to manage and adjust quotas continuously as needed based on market changes, new hires, territory changes.

Based on 16 Forecastio reviews. Enable organizations to adjust sales capacity based on volatility such as headcount changes, restructuring, or organizational growth.

Based on 16 Forecastio reviews. Design quota targets based on factors such as account size, rep performance, and pipeline needs.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting