# Forecastio Reviews **Vendor:** Forecastio **Category:** [Sales Planning Software](https://www.g2.com/categories/sales-planning) **Average Rating:** 4.5/5.0 **Total Reviews:** 24 ## About Forecastio Forecastio is designed to help sales leaders achieve or surpass their sales quotas by: - Leveraging advanced sales planning to set reasonable quotas based on historical and current team performance. - Properly managing sales capacity to ensure optimal resource allocation. - Accessing accurate sales forecasts to swiftly react to any threats to achieving sales goals. - Receiving real-time sales performance insights that not only highlight problems but also provide actionable recommendations to increase win rates, shorten the sales cycle, and improve overall performance. ## Forecastio Pros & Cons **What users like:** - Users find that Forecastio offers **time-saving automation** features that streamline sales processes and boost productivity effectively. (9 reviews) - Users love the **predictive analytics** in Forecastio, enhancing opportunity management and driving sales performance effectively. (8 reviews) - Users highlight the **ease of use** in Forecastio, making it accessible for effective predictive analysis and forecasting. (8 reviews) - Users love the **simplicity and ease of use** of Forecastio, making predictive analysis accessible for everyone. (6 reviews) - Users value the **real-time sales reporting** in Forecastio, enabling informed decisions and improved marketing control. (6 reviews) - Efficiency (5 reviews) - Automation (4 reviews) - Customer Support (4 reviews) - Intuitive (4 reviews) - Reporting (4 reviews) **What users dislike:** - Users find the **complexity of integrations and restrictive customisation options** a drawback for advanced forecasting needs. (3 reviews) - Users struggle with the **steep learning curve** of Forecastio, complicating onboarding and usage effectiveness. (3 reviews) - Users report **forecasting issues** with Forecastio, citing limitations in customization for complex scenarios and large datasets. (2 reviews) - Users struggle with **integration issues** in Forecastio, facing complexity and limitations with data and CRM connections. (2 reviews) - Users find the **learning curve quite steep** , especially for new users needing extensive training to use effectively. (2 reviews) - Users find the **limited customization options** frustrating, especially for those needing advanced control over their forecasting models. (2 reviews) - Sales Issues (2 reviews) - AI Limitations (1 reviews) - Call Issues (1 reviews) - Users face **integration limitations** with CRM systems, which can hinder accurate forecasting and overall usability. (1 reviews) ## Forecastio Reviews ### 1. real-time sales data **Rating:** 4.5/5.0 stars **Reviewed by:** Daryl W. | General Manager, Enterprise (> 1000 emp.) **Reviewed Date:** February 10, 2025 **What do you like best about Forecastio?** I can say that this work tool is very complete to have a real report of sales in real time, it improved an entire monitoring control system identifying increases and decreases in sales and thus being able to make quick decisions when it is evident that sales have a deficit, I can have complete control over the marketing area by gathering important data and well-detailed statistics on sales performance **What do you dislike about Forecastio?** According to its operation, I don't dislike it at all, but in the area of ​​customer service, their responses are not fast and are not very detailed. **What problems is Forecastio solving and how is that benefiting you?** It allows to improve an entire better-structured sales planning when it is evident that sales are not as effective as planned from the beginning of each campaign ### 2. Complete sales tracking **Rating:** 4.0/5.0 stars **Reviewed by:** Jake L. | CMO, Enterprise (> 1000 emp.) **Reviewed Date:** January 23, 2025 **What do you like best about Forecastio?** It is a key tool to make stagnant deals stand out again with a new analysis so that it is successful. Its sales tracking makes it possible to measure the best sellers to the lowest with a much better diagnosed analysis to obtain sales objectives more easily and thus future sales plans are developed and executed in less time. **What do you dislike about Forecastio?** There is not much that I dislike, I just would have liked to have extensive training on the platform from the first day of use so that I could start using it without errors more quickly. **What problems is Forecastio solving and how is that benefiting you?** It allows for perfect sales tracking where it is identified if the sales analysis worked and if the percentage of sales decreases or increases. ### 3. Best tool to analysis the sales performance and forecasting **Rating:** 5.0/5.0 stars **Reviewed by:** Prafful P. | Senior Finance Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** January 21, 2025 **What do you like best about Forecastio?** There are major and important Key metrics included in Forecastio which will help for decision-making and planning accordingly. Also, various options are available to create plans like outbound, inbound , Growth planning and capacity planning. you can easily create the plan. Also, helps to track the deals. Additionally, it has better Analysis options like Trend Analysis and pipeline analysis. and the best part of its integration with Hubspot and other apps. **What do you dislike about Forecastio?** Forecastio needs to provide a manual excel Sales MRR data import facility and analyze it for those customers who don't have CRM like startup and growth customers. **What problems is Forecastio solving and how is that benefiting you?** trend analysis and pipeline analysis, Outbound planning, Inbound planning, Growth planning, Capacity planning ### 4. Forecastio only good **Rating:** 3.5/5.0 stars **Reviewed by:** Gilberto Rene L. | Account Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2025 **What do you like best about Forecastio?** its veryintuitive, you really navigate easy in forecastio very simple, you can connect yor CRM (sales force, hub spot), and all the company can implement **What do you dislike about Forecastio?** I think that is very simple, no to rubust compare with other apps for forecast, to make a plan etc **What problems is Forecastio solving and how is that benefiting you?** to check with will be the next step to growth in the rigth direction, provide us a good info for the in and outbound sales, and for the VP of sales of our company to project the growth to info the investors. ### 5. More focused sales **Rating:** 4.5/5.0 stars **Reviewed by:** Samuel J. | Sales Operator, Enterprise (> 1000 emp.) **Reviewed Date:** January 27, 2025 **What do you like best about Forecastio?** I like it because I can have a much more focused sales follow-up with a specific sales performance analysis where you can see the negative aspects that can cause sales losses and not let all sales be successful, I also like the use that is easy to learn to use on the platform **What do you dislike about Forecastio?** I think that all my experience has been well used and with good performances that do not make me think of anything bad **What problems is Forecastio solving and how is that benefiting you?** It provides a better managed sales experience to give a more adequate sales precision and allows for a more fluid work ### 6. Simple yet Effective with Space for growth **Rating:** 3.5/5.0 stars **Reviewed by:** Humayun G. | Software Associate • Applications Development • NetSuite Developer, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2024 **What do you like best about Forecastio?** Forcastio is a promising tool for predictive analysis and forecasting, specially for businesses looking to harness AI capatbility for data driven decision making.My topmost liking is it's simplicity and ease of use. The platform is desig for users who are not be data sciecne experts but still want to imply machine learning models for accurate prediction.. Supports wide range of use cases , from sales projections to deman planning and the AI driven insights can be actually valuable for optimising business needs and operations. One standout feature is the automation, it takes care of data preprocessing , model selection and tuning which helps in saving a lot of time and effort. Integration options are quite handy. **What do you dislike about Forecastio?** However with all pro, come with few drawbacks a per my opinion. the customisation options can be restrictive for advanced users who wants a deeper control over the models. Additionaly it may not be the best fit for extremely large datasets or highly complex forecasting scenarios. Pricing, might be fair for small to mid sized businesses, might feel bit steep for startups or individuals experimenting. **What problems is Forecastio solving and how is that benefiting you?** For analysing past trends , to forecast future sales, in turn better planning in managing inventory and purchasing. ### 7. Sales forecasting to improve performance **Rating:** 4.0/5.0 stars **Reviewed by:** Diego P. | VP of Engineering, Mid-Market (51-1000 emp.) **Reviewed Date:** December 02, 2024 **What do you like best about Forecastio?** It is a very promising tool that can boost up your sales performance, by the usage of their ML features you can built long term projections, and is not narrowed to just one technique, you can use multiple approaches to achive your goals. **What do you dislike about Forecastio?** We are under testing of this platform, so far is very soon to me to say something I really dislike **What problems is Forecastio solving and how is that benefiting you?** Right now our business is using spreadsheets to keep track of the sales data and relying on BI analysts to build dashboards for them to check the data and take decisions. With this tool we are expecting to improve that process and have a platform for the sales department to keep track of the sales metrics, and give the ability to improve the sales pipelines with data driven decisions, also leveraging the predicition tools to rely on advanced technologies to improve the performance ### 8. Embracing Technology for Sales Forecasting **Rating:** 4.5/5.0 stars **Reviewed by:** Jobina R. | Quality Assurance Manager , Hospitality, Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2025 **What do you like best about Forecastio?** Forecastio has streamlined sales analytics, with automated planning and forecasting tool. The app has distinguished models that are simple and direct for users. The production costs are well considered to make sales forecasting rational. **What do you dislike about Forecastio?** Forecastio is more committed to changing the way sales are analyzed, and we acknowledge its dependability. **What problems is Forecastio solving and how is that benefiting you?** The huge task of planning on sales and facilitating the distribution process is a fundamental aspect that v assist. The sales team has suitable information that makes sales multiply and revenue collection dependable. There is committed sales analytics that evaluates the trends and happenings. ### 9. Works better for sales teams that want to perform **Rating:** 4.0/5.0 stars **Reviewed by:** Trinit R. | Growth Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 29, 2025 **What do you like best about Forecastio?** The pipeline management is easily one of the best and cannot be compared. It helps my team be very visible and get nice dashboards **What do you dislike about Forecastio?** Risky deals tab can be made much better with AI. **What problems is Forecastio solving and how is that benefiting you?** I was not able to get the insights for pipelines and wasnt able to visualize anything properly. With Forecase IO it becomes a lot more easy. ### 10. Definitely the best Marketing tool i've used thus far **Rating:** 4.5/5.0 stars **Reviewed by:** Tammarie D. | Marketing Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2025 **What do you like best about Forecastio?** Where to even start? Forecastio is a fantastic tool for tracking the traffic to my pages and giving me clear and concise steps to help capture the audience and further boost engagement. Highly recommend. **What do you dislike about Forecastio?** All in all a fantastic tool, my only criticism is that it needs way more promotion so more people can be aware of it. Phenomenal software overall. **What problems is Forecastio solving and how is that benefiting you?** This toolhelps my company to not only analse our audience but clear and concise ways to capture them to encourage more interaction, referrals and sale. Which has led to a noticeable increase in sales. ### 11. My experience using Forecastio **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2025 **What do you like best about Forecastio?** It is a complete solution for managing sales and opportunities. There are powerful features to highlight: the predictive analytics for opportunity management, the automated reporting and the AI-driven actions recommendations based on sales data. **What do you dislike about Forecastio?** Since it is a very compehensive solution, the learning curve for new users can be an issue. Customizations are also difficult, specially to visualize data and reports. We also found limitations while trying to integrate Forecastio to our CRM. **What problems is Forecastio solving and how is that benefiting you?** It became very helpful for improving the accuracy of our sales forecast, to make our sales pipeline management less complex, to guide us with insights and recommended actions to improve our team´s performance and also brought us more efficiency in terms of efforts and access to relevant information. ### 12. Connectivity with management tools **Rating:** 5.0/5.0 stars **Reviewed by:** Bianka D. | analista de dados, Enterprise (> 1000 emp.) **Reviewed Date:** January 28, 2025 **What do you like best about Forecastio?** usability and simplicity of the tool. In addition to having an easy design and quick implementation. **What do you dislike about Forecastio?** We do not find any disadvantages in its use at the moment. **What problems is Forecastio solving and how is that benefiting you?** macro and qualitative analysis of the indicators achieved within the evaluated period. In addition to creating provisions and directions for the operations team. ### 13. very good, very practical **Rating:** 5.0/5.0 stars **Reviewed by:** Ateliê Lud P. | consultora de vendas, Mid-Market (51-1000 emp.) **Reviewed Date:** February 01, 2025 **What do you like best about Forecastio?** usability of the tool, easy layout, quick implementation **What do you dislike about Forecastio?** no disapproval observed so far by any collaborator **What problems is Forecastio solving and how is that benefiting you?** sales tracking and SLA performance by analysts, visibility of status and stages, as well as consolidated records entered by users ### 14. Perfect with Hubspot **Rating:** 4.5/5.0 stars **Reviewed by:** Ryan M. | Sales Development, Mid-Market (51-1000 emp.) **Reviewed Date:** January 27, 2025 **What do you like best about Forecastio?** Easier dashboard view than Hubspot, but works well with it. **What do you dislike about Forecastio?** Does not include metrics for SDRs or BDRs in the sales cycle **What problems is Forecastio solving and how is that benefiting you?** Helping us understand our pipeline more effectively and without complicated reporss ### 15. Game changer for sales forecasting **Rating:** 5.0/5.0 stars **Reviewed by:** Michael M. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2024 **What do you like best about Forecastio?** You can actively plan what needs to be done each quarter to hit your numbers when you see your forecast and get real-time insights into your funnel. By having data back up how you performed in the past, you can better understand what you need to win each quarter. **What do you dislike about Forecastio?** Unfortunately, If we have a wrong data in our Hubspot, forecasting will be less accurate. But this isn't a Forecastio issue, we need to better manage our CRM. **What problems is Forecastio solving and how is that benefiting you?** My team and I need accurate forecasts to get a better picture of where we will finish. I need to make the team more productive by finding ways to create and close more pipelines. ### 16. A New Era of Forecasting with Forecastio.ai **Rating:** 4.5/5.0 stars **Reviewed by:** Aadil Sheikh T. | Jira Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2025 **What do you like best about Forecastio?** Fast processing speeds for large-scale data analysis. **What do you dislike about Forecastio?** Some integrations require third-party connectors, increasing complexity. **What problems is Forecastio solving and how is that benefiting you?** Automates repetitive forecasting tasks, saving teams significant time. ### 17. Solid insights for managing sales teams **Rating:** 5.0/5.0 stars **Reviewed by:** Christina F. | Head of Growth, Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2024 **What do you like best about Forecastio?** Forecastio serves as the best complement to Hubspot reporting. It allows us to view more granular data around pipeline health, sales velocity, and insights that would be either impossible or harder to pull in Hubspot. It provides straightforward dashboards that make it easy for leadership to know what they need to improve/change. **What do you dislike about Forecastio?** The tool is excellent, but I'd like more forecasting details and tips on how to cover my pipeline. Otherwise, I have no complaints. **What problems is Forecastio solving and how is that benefiting you?** It gives me great insight into my averages that I can work on and develop. I can see my average size, velocity, win rate, pipeline growth rate, etc. ### 18. Easy and intuitive platform **Rating:** 5.0/5.0 stars **Reviewed by:** Ana P. | Operations Analist II - Incentives, Mid-Market (51-1000 emp.) **Reviewed Date:** January 28, 2025 **What do you like best about Forecastio?** It is intuitive, I like their pipe for day-to-day use. **What do you dislike about Forecastio?** It takes a while to load, which takes a few minutes of the day. **What problems is Forecastio solving and how is that benefiting you?** The platform helps me organize the day's pipeline, bringing more agility and visibility to the progress of the operation. ### 19. Real-time sales insights **Rating:** 4.5/5.0 stars **Reviewed by:** Evgen N. | Sales Operations Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** July 05, 2024 **What do you like best about Forecastio?** Most of all I like real time sales insights, that show exactly the cause of the dropped win rate and other key sales metrics. Also, they have a sales planning feature with what-if scenarios. It saves me a few days per month I spent on analyzing plan execution and updating our sales strategy and goals. **What do you dislike about Forecastio?** I don't have any dislikes, the price is great for the features they give. **What problems is Forecastio solving and how is that benefiting you?** They showed me issues with data quality in my CRM and suggested filling it correctly. Also, it was one of the easiest implementations - I just clicked a few times buttons and spent 2 minutes on the process. ### 20. Great app to manage sales **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** January 24, 2025 **What do you like best about Forecastio?** Helps me plan and manage sales performance with lots of reports and integrations **What do you dislike about Forecastio?** Their custom pricing could be improved better seamless. **What problems is Forecastio solving and how is that benefiting you?** Sales performance management ### 21. Must-have addition to HubSpot Sales Hub **Rating:** 5.0/5.0 stars **Reviewed by:** Anton N. | Head of Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2024 **What do you like best about Forecastio?** I like their main dashboard the most. I can see all the important metrics in real time. Some metrics, like sales velocity, are impossible to set up in HubSpot. I also like the insights, because I am not just able to see dropped indicators, but also know what the cause is. **What do you dislike about Forecastio?** I don't have any dislikes, but there can be a more flexible time filter. **What problems is Forecastio solving and how is that benefiting you?** Monitoring sales performance in real time with accurate data. ### 22. Sales planning and execution in one place **Rating:** 5.0/5.0 stars **Reviewed by:** Andriy C. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2024 **What do you like best about Forecastio?** Forecastio provides a sales planning feature that makes my planning 3 times faster, it signals me when I should hire a new AE to hit quota including the ramp-up period. Almost all metrics for the planning are taken from HubSpot, which helps avoid mistakes and make sales plans more accurate. **What do you dislike about Forecastio?** I didn't find any dislike yet. All is great. **What problems is Forecastio solving and how is that benefiting you?** It connects planning with execution and automatically updates actual sales in my plan, so I can see actual data in real time. ### 23. All important insights in one place **Rating:** 4.0/5.0 stars **Reviewed by:** Atahualpa M. | VP of Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** July 05, 2024 **What do you like best about Forecastio?** Simplicity. You can easily track all sales metrics without needing to check multiple reports. Also, Forecastio explains why a particular indicator has worsen. It's valuable if you want quickly understand the root cause of a problem and take actions. **What do you dislike about Forecastio?** It would be usefull to be able to customize a main dashboard. **What problems is Forecastio solving and how is that benefiting you?** Forecastio helped us detect performance gaps in pipeline stages. We took appropriate steps and improved our win rate. Basically, with Forecastio you can be aware of negative trends before they significantly impact your sales. Also, we use time series analysis for long-term forecasting. It wasn't avalible in the CRM. ### 24. I like how the use of Forecastio blends with my day-to-day business functions. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** September 22, 2024 **What do you like best about Forecastio?** Its ease of use! Forecastio is straightforward and is a perfect blend to my everyday work style. **What do you dislike about Forecastio?** I've not noticed downsides as of yet. New discoveries about the software have all been welcomed (shortcuts and etc.). **What problems is Forecastio solving and how is that benefiting you?** I'm regaining time in my business day. - [View Forecastio pricing details and edition comparison](https://www.g2.com/products/forecastio/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-16+07%3A01%3A04+-0500&secure%5Bsession_id%5D=50d5cba2-7b89-46f4-bcd3-26991b9e574f&secure%5Btoken%5D=31c655ae3f33306cba91d52a93c1bbd3df334e83160fb1f7ef805b2b603b37cb&format=llm_user) ## Forecastio Features **Revenue Sourcing and Forecasting** - Revenue History - Pipeline Management - Dashboard Analytics - Multi-Device Data Visualization - Data Segmentation - Predictive Forecasting - Revenue Operations Cadence **Sales Performance Features - Sales Planning** - Account Scoring - Revenue Planning - Account Segmentation - Sales Performance - Sales Forecasting - Integrations - Scenario Modeling **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **CRM Data Enrichment** - Calendar Sync - Email Activity Capture - Conversation Intelligence - Marketing Leads - Contact Capture **Territory Management - Sales Planning** - Territory Management - Territory Planning **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting **Account Management** - Nonengaged Accounts - Account optimization - Historical Patterns - Rep Performance - Account Engagement - Historical Win/Loss Patterns **Quota & Capacity Management - Sales Planning** - Quota Management - Capacity Management - Quota Planning **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Administrative** - Integration - Employee Structure - Behavior Monitoring **Agentic AI - Revenue Operations & Intelligence (RO&I)** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Agentic AI - Sales Planning** - Autonomous Task Execution - Multi-step Planning ## Top Forecastio Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,582 reviews) - [Xactly](https://www.g2.com/products/xactly/reviews) - 4.2/5.0 (1,072 reviews) - [Fullcast](https://www.g2.com/products/fullcast-inc-fullcast/reviews) - 4.6/5.0 (446 reviews)