Forecasting

Forecasting turns your open pipeline into a revenue projection and surfaces the deals most likely to slip. It combines deterministic rollups with AI deal scoring.

The forecast page

Pipeline → Forecasting shows five metric cards, a six-month grouped bar chart of projected revenue, a "Deals Needing Attention" table, and a horizontal "Pipeline by Stage" chart. A Quick Note modal lets you log a note against any at-risk deal without leaving the page.

AI deal scoring

AI scores each deal 0–100 with a written reason, a list of risk factors, and a recommended next action. The model resolves the deal's linked contact and uses your recent won and lost deals as context, so scores reflect how your deals actually close.

Automatic at-risk detection

A daily check flags deals that look stuck — for example no activity for 14+ days, the same stage for 28+ days, a contact who has stopped opening emails, or no open tasks or upcoming meetings. Flagged deals get an "At risk" badge, an urgent AI suggestion, and a notification. The flag clears automatically once the deal recovers.

Reading the forecast

Each stage carries a probability, so the forecast weights open deal value by where each deal sits. Use the "Deals Needing Attention" table as your working list — those are the deals where action now changes the outcome.