A forecast that updates itself — and that you can defend.
The Friday-afternoon forecast ritual — every rep typing a number into a spreadsheet, half optimistic, half sandbagging — produces a figure that's really a guess with a due date. Live forecast replaces the ritual with a number that's always current, weighted, and built from the same activity agents already captured.
From captured activity to a number leaders can trust.
Every captured deal feeds the number
Stage, value, recency of contact and follow-up response all become inputs — no separate spreadsheet to fill in.
Agents weight it by real signal
Historical win patterns for similar deals adjust the weighting — not a rep's optimism, and not a rep protecting their quota by sandbagging.
The number moves the instant a deal moves
No reconciliation meeting, no waiting for Friday. The forecast reflects the pipeline as it actually stands, right now.
Leaders drill straight to the deal
Every total is traceable — click through from the number to exactly which deals make it up, and why.
● Live · updates itself
Built to be checked, not just trusted.
A weighted, live pipeline value
The total updates as deals move — there's no stale number sitting untouched until the next review.
Not optimism, not sandbagging
Weighting comes from what actually happened on a deal, so no single rep's mood can swing the total.
From the number to the deal
Any total on the board is one click from the individual deals behind it — nothing is a black box.
From day one, across every market
Priced and displayed in the currency your team actually sells in, without a manual conversion step.
"My reps stopped arguing with the CRM, and I stopped rebuilding the forecast in a spreadsheet every Friday. The number is finally something I can take into the board meeting and defend line by line."
The Friday spreadsheet ritual, gone for good.
Every team knows the ritual: reps typing in a number, a manager rolling it up, a leader presenting a figure nobody fully trusts. Here's what live forecast is built to end.
The old way
- Reps type in a probability under pressure, once a week
- A rollup spreadsheet, manually reconciled by a manager
- The number is stale the moment the meeting ends
- No easy way to see which deals actually make up the total
With live forecast
- The weighting comes from real deal activity, not a guess
- No spreadsheet, no manual rollup, no reconciliation meeting
- The number updates the instant a deal changes stage
- Every total is one click from the deals that make it up
What people ask about live forecast.
The forecast weighs each open deal by stage, recency of contact, response to follow-ups, and historical win patterns for similar deals — then sums it into a single, always-current number that updates as any deal moves.
The forecast is built from real activity that agents already captured — meetings, follow-ups, stage changes — rather than a probability a rep guesses under pressure at the end of the week. You can drill from any total down to the underlying deals.
Yes. Live forecast is priced and displayed in your local currency from day one, across every market your team sells in.
A deal flagged as at-risk is weighted down in the forecast until the risk clears or the deal closes, so the number reflects reality rather than an untouched best case.
Deeper predictive modeling on top of activity-based weighting is on our public roadmap. Today, the forecast is transparent and rule-based, so every number can be traced back to the deal activity behind it.
The forecast is downstream of the rest of the platform.
Every deal, logged automatically
The forecast is only as good as the data feeding it — capture keeps it clean.
Agentic follow-upDeals don't go quiet
Follow-ups keep deals moving — and moving deals is what keeps the forecast honest.
Human-in-the-loopAI never closes the deal
The forecast informs; it doesn't decide. Every close is still a person's call.
Stop feeding the CRM. Watch it feed you.
See live forecast on your own pipeline. Start free in an afternoon, or book time with us.