Accounts, contacts and pipeline, in one system.
Pipeline weighting, forecast rollups, scenarios, and AI-assisted call accuracy
Explore the specification
| Submission Number | Period | Status | Total Commit | Total Best Case |
|---|---|---|---|---|
| FS-40838 | FP-8604 | Draft | 39,866.50 | 17,794.71 |
| FS-88331 | FP-1578 | Submitted | 43,432.79 | 25,108.22 |
| FS-47748 | FP-8451 | ManagerReviewed | 11,194.88 | 28,890.59 |
| FS-55471 | FP-1294 | Locked | 5,692.43 | 43,781.01 |
| FS-93051 | FP-8384 | Reopened | 41,967.71 | 40,886.50 |
| FS-35045 | FP-1161 | Draft | 33,951.82 | 5,333.18 |
- FS-72941FS-6298419 Sep
- FS-52712FS-7229820 Sep
- FS-47027FS-6175426 Sep
- FS-72390FS-2846317 Sep
- FS-64976FS-3339718 Sep
| Opportunity | Opportunity Amount Snapshot | Opportunity Close Date Snapshot | Auto Category | Category |
|---|---|---|---|---|
| OPP-6192 | 30,495.94 | 23 Sep | FC-3004 | |
| OPP-8289 | 10,990.60 | 11 Sep | FC-7145 | |
| OPP-5778 | 32,514.82 | 26 Sep | FC-6732 | |
| OPP-3294 | 4,462.19 | 19 Sep | FC-6267 | |
| OPP-1570 | 39,373.29 | 13 Sep | FC-9216 | |
| OPP-9766 | 28,646.16 | 20 Sep | FC-4603 |
| Opportunity | Rep | Old Close Date | New Close Date | Amount |
|---|---|---|---|---|
| OPP-4535 | DB | 13 Sep | 21 Sep | 8,448.82 |
| OPP-6365 | RV | 08 Sep | 15 Sep | 8,381.86 |
| OPP-5864 | RB | 08 Sep | 11 Sep | 38,795.92 |
| OPP-3204 | JT | 26 Sep | 01 Oct | 26,490.98 |
| OPP-4782 | TC | 08 Sep | 13 Sep | 42,402.26 |
| OPP-7064 | KV | 26 Sep | 04 Oct | 44,806.23 |
| Opportunity | Rep | Score | Confidence | Recommended Category |
|---|---|---|---|---|
| OPP-8645 | GT | 10 | Medium | FC-9901 |
| OPP-6786 | ES | 15 | High | FC-1452 |
| OPP-3663 | ZD | 50 | Medium | FC-1003 |
| OPP-7500 | JY | 60 | High | FC-9909 |
| OPP-1603 | BR | 30 | Medium | FC-5355 |
| OPP-7779 | RE | 30 | High | FC-2986 |
| Rep | Manager | Period | Period.Submission Due At | Status |
|---|---|---|---|---|
| AF | BB | FP-7426 | 06 Sep | Draft |
| KV | KY | FP-8445 | 26 Sep | Draft |
| GP | BZ | FP-1707 | 29 Sep | Draft |
| KU | MZ | FP-1784 | 09 Sep | Draft |
| GD | CE | FP-9326 | 11 Sep | Draft |
| XL | KJ | FP-5470 | 06 Sep | Draft |
| Period | Rep | Category | Forecast Amount | Actual Amount |
|---|---|---|---|---|
| FP-9087 | XC | FC-7050 | 24,027.27 | 21,888.21 |
| FP-1993 | LN | FC-5431 | 25,985.94 | 16,355.74 |
| FP-1047 | CE | FC-5345 | 29,595.78 | 4,212.27 |
| FP-5112 | DZ | FC-1355 | 15,569.74 | 42,247.60 |
| FP-9032 | XW | FC-8331 | 28,883.69 | 16,024.92 |
| FP-2255 | YF | FC-8164 | 15,706.33 | 25,355.79 |
Illustrative records generated from the specification. Explore the views to inspect the planned operating model.
Built for your team.
Sales leaders who need a pipeline the whole team keeps honest.
- Defined tables
- 20
- Operational views
- 12
- Defined roles
- 7
- Reports
- 8
Defined in the planned system specification.
What’s inside.
Pipeline weighting, forecast rollups, scenarios, and AI-assisted call accuracy
Accounts
Companies, sites and ownership
Contacts
People, roles and consent
Pipeline
Stages, probability and next steps
Quotes
Priced proposals with approval
Activities
Calls, meetings, email and tasks
Forecast
Commit, best case and quota
- 01Lead
- 02Qualify
- 03Proposal
- 04Negotiate
- 05Won
Built for your team
CRO / VP Sales
Top of the rollup. Sees full org rollup, locks Periods, signs off on Variance at period close. Author of org-level Adjustments and Scenarios.
Sales Director
Region rollup. Owns multiple Sales Managers; sees own region's rollup, reviews and adjusts. Submits the region's rolled forecast upward to the VP.
Sales Manager
Line manager with scope over direct-report Reps. Reviews and adjusts each Rep's ForecastSubmissions in scope, sees the team rollup, runs the early-warning playbook for at-risk Reps.
Sales Rep
Individual contributor. Submits own ForecastSubmission per Period, categorizes own Opportunities, writes own ForecastNotes, sees own Attainment and AICalls.
Sales Operations
Owns Quotas, runs Scenarios, audits Variance, and triages data hygiene. Cross-cutting access; not in the management hierarchy.
Finance / FP&A
Read-only on rollups and variance. Reconciles the forecast call to the revenue plan and feeds the corporate model.
Reports and dashboards
Explore what each report measures and the records behind it.
Forecast Rollup
Org → Region → Team → Rep rollup of TotalCommit, TotalBestCase, TotalPipeline, and TotalClosed for the active Period. Drillable from CRO down to a single Rep's SubmissionLines and OpportunityCategorization. Primary VP / CRO dashboard. US dollars only at this tier.
Commit vs Actual Variance
End-of-period: ForecastAmount vs ActualAmount per Rep per Category, with VarianceAmount, VariancePct, and Outcome (Beat / OnTarget / Missed / MaterialMiss). Filterable by Period, Category, Manager, and Director. Powers the post-mortem call.
Forecast Trend
Week-over-week TotalCommit and TotalBestCase across the Period using PipelineSnapshots and ForecastDelta. Shows the trajectory of the call from Period-open to Period-close. Drillable to per-Rep delta.
Pipeline Snapshot Trend
Open pipeline by Stage by SnapshotDate. Surfaces when pipeline grew, when it shrank, and what changed (added / removed / slipped / closed). Sliceable by Rep, Manager, and Region.
Quota Attainment
Per Rep per Period: QuotaAmount, ClosedAttainmentPct, CommitAttainmentPct, and ForecastAttainmentPct. Includes trailing-four-quarters and rep-vs-team-average lines. US dollars only.
AI Call vs Rep
For each open Opportunity in the active Period, the AI's RecommendedCategory and Score next to the Rep's chosen Category. Filterable by Confidence and by AgreesWithRep, with the model's Reasons surfaced inline. Used by Managers in pipeline reviews to challenge Rep judgment.
Slipped Pipeline
SlippedOpportunities for the active Period: how much Amount slipped out, where it slipped to, and why. Sliceable by Rep, Stage, and Reason. Feeds the early-warning playbook.
Scenario Comparison
Side-by-side ScenarioOutputs for one or more Scenarios versus the BaselineAmount. Shows ProjectedAmount and DeltaAmount per Category. Used by Sales Operations and the CRO to stress-test the call before it goes to the board.
One connected workspace
End-of-period: ForecastAmount vs ActualAmount per Rep per Category, with VarianceAmount, VariancePct, and Outcome (Beat / OnTarget / Missed / MaterialMiss). Filterable by Period, Category, Manager, and Director. Powers the post-mortem call.
| Period | Rep | Category | Forecast Amount | Actual Amount |
|---|---|---|---|---|
| FP-9087 | XC | FC-7050 | 24,027.27 | 21,888.21 |
| FP-1993 | LN | FC-5431 | 25,985.94 | 16,355.74 |
| FP-1047 | CE | FC-5345 | 29,595.78 | 4,212.27 |
| FP-5112 | DZ | FC-1355 | 15,569.74 | 42,247.60 |
- Rep
- XC
- Period
- FP-9087
- Category
- FC-7050
- ForecastAmount
- 24,027.27
- ActualAmount
- 21,888.21
- VarianceAmount
- 13,285.39
- VariancePct
- 18,156.68
ownerCRO / VP Sales
Go from the big picture to the details behind it. Open any record to see its status, owner and history.
Illustrative records. Connections follow the authored specification.
Controls and automation
System checks
forecast-period-open — scheduleTrigger at the start of each Period (week / month / quarter) → flips ForecastPeriods.Status to Open and opens a ForecastSubmissions row in Status: Draft for every active Rep with seeded SubmissionLines.
submission-reminder — scheduleTrigger at T-2 and T-1 days before ForecastPeriods.SubmissionDueAt → emails Reps with open ForecastSubmissions and CCs the Manager.
submission-rollup — appEventTrigger on ForecastSubmissions.Status = Submitted → recomputes the parent ForecastRollups cascade Rep → Manager → Director → VP → CRO and stamps LastRecomputedAt.
pipeline-snapshot-nightly — scheduleTrigger nightly → snapshots every open Opportunity into PipelineSnapshots (Stage, StageType, Amount, Probability, CloseDate, Category) frozen for trending and Scenarios.
ai-call-recompute — scheduleTrigger nightly → recomputes AICalls per open Opportunity using the configured model on PipelineSnapshots, recent activities, and intent signals.
slip-detection — appEventTrigger on Opportunities.CloseDate change → if the new CloseDate moves out of the active Period, writes SlippedOpportunities and recomputes ForecastDelta.
commit-vs-actual-recon — scheduleTrigger at end of Period → compares Commit ForecastAmount to ActualAmount from Opportunities Stage = Won and writes ForecastVariance per Rep per Category with Outcome.
scenario-recompute — appEventTrigger on ScenarioInputs change → walks the BasedOnSnapshotDate pipeline, applies inputs, and recomputes ScenarioOutputs per category.
early-warning-alert — scheduleTrigger weekly mid-Period → emails the Manager when a Rep's Attainment.CommitAttainmentPct falls below pace threshold for the elapsed fraction of the Period.
category-promotion-tracker — appEventTrigger on OpportunityCategorization.Category change → records a CategoryHistory line with FromCategory, ToCategory, and Direction (Promotion, Demotion, InitialAssign). Integrations: inbound from CRM / Sales Pipeline (Opportunities, PipelineStages, Owners — read heavily), Territory Management (Quotas), and email / calendar (activity signals for AICalls). Outbound to Finance / FP&A (rollup numbers and variance), BI tools (PipelineSnapshots history), and email (forecast reminders, early-warning alerts, scenario shares).
