Sales reps and managers can interact with new columns to see agent activity, deal risk alerts, and activity heatmaps.
- Review Deal Risks and Activity Trends in Pipeline Forecasting
Make accurate forecasts by reviewing deal risks, methodology scores, and contact insights directly in the forecasting pipeline. Sales reps and managers can interact with new columns to see agent activity, deal risk alerts, and activity heatmaps. They get a clear view of their pipeline without leaving the page. - Generate Accurate Forecasts with Forecasting Agent
Forecasting Agent supports your entire forecasting cycle. The agent analyzes pipeline changes, calls out deals that need your attention to hit quota, and helps you complete forecast submissions, automating the manual work along the way. Drawing on opportunity scores and deal insights for richer data, Forecasting Agent works within your existing flow and tailors its responses to what's happening in your pipeline.