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
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0

Forecastio Reviews

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Profile Name
Star Rating
18
6
0
0
0
AN
Anton N.
Head of SalesSmall-Business (50 or fewer emp.)
07/25/2024
Validated Reviewer
Verified Current User
Review source: Organic

Must-have addition to HubSpot Sales Hub

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.
EN
Evgen N.
Sales Operations ExecutiveMid-Market (51-1000 emp.)
07/05/2024
Validated Reviewer
Verified Current User
Review source: Organic

Real-time sales insights

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.
Atahualpa  M.
M
Atahualpa M.
VP of SalesMid-Market (51-1000 emp.)
07/05/2024
Validated Reviewer
Review source: Organic

All important insights in one place

Simplicity. You can easily track all sales metrics without needing to check multiple reports. Also, Forecastio explains why a particular indicator has worsened. It's valuable if you want to quickly understand the root cause of a problem and take actions.

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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