Forecastio

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24 reviews
  • 1 profiles
  • 4 categories
Average star rating
4.5
Serving customers since
2024

Profile Name

Star Rating

18
6
0
0
0

Forecastio Reviews

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Profile Name
Star Rating
18
6
0
0
0
Andriy C.
AC
Andriy C.
CEOSmall-Business (50 or fewer emp.)
08/28/2024
Validated Reviewer
Review source: Organic

Sales planning and execution in one place

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.
MM
Michael M.
CEOSmall-Business (50 or fewer emp.)
08/13/2024
Validated Reviewer
Verified Current User
Review source: Organic

Game changer for sales forecasting

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.
Christina F.
CF
Christina F.
Head of GrowthSmall-Business (50 or fewer emp.)
08/09/2024
Validated Reviewer
Verified Current User
Review source: Organic

Solid insights for managing sales teams

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.

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What is Forecastio?

Forecastio is an AI sales forecasting and revenue intelligence platform for B2B teams on HubSpot. Sales leaders and RevOps teams use it to forecast revenue, check pipeline health, review and guide deals, and see why deals are won or lost. It supports AI, time-series and weighted pipeline forecasting, along with forecast submissions, what-if scenarios, accuracy tracking and an audit trail of forecast changes. Pipeline and deal intelligence flags stalled and slipping deals, revenue leakage, and weak stakeholder engagement. AI agents (Forecast Review, Forecast Accuracy, Deal Review and Win/Loss Analysis) go through forecasts, deals and CRM data to point out risks and recommend next actions. Forecastio connects natively to HubSpot and is configured to each company’s sales process and sales model.

Details

Year Founded
2024
Website
forecastio.ai