Sales Forecasting

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  1. Sales Forecasting
  2. Your forecasting assistant
Reference

Put an AI agent to work in Sales Forecasting

Ask for the evidence behind a call while keeping category and approval decisions with the sales team.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 8 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Sales Rep: Show my editable submissions and the reasons behind category or line-amount overrides before I submit the call.
  • Sales Manager: Gather Submitted calls, unacknowledged slips and the latest AI recommendation evidence for my team review.
  • Sales Operations' assistant: Check period setup, quota coverage and the operating recap before the next forecast cycle.
  • Finance Analyst: Compare the final forecast and actual amounts on the same period and category basis, keeping leadership overlays visible.

What stays with a person

  • Sales Manager remains responsible for reviewing the rep's call.
  • The assistant needs authorized access and configured operating actions, including the period and management-scope checks.
  • An AI recommendation needs its reasons and customer context considered by the team.
  • A scenario projection becomes a formal forecast change only through the agreed submission and review process.

Sales Manager remains responsible for reviewing the rep's call. The assistant needs authorized access and configured operating actions, including the period and management-scope checks. An AI recommendation needs its reasons and customer context considered by the team. A scenario projection becomes a formal forecast change only through the agreed submission and review process.

Assistant activity is metered under the platform's usage terms. Review expected imports, scoring runs and assistant requests during setup. See [Pricing](/sales-forecasting/pricing) for the shared rate information.

Set up Sales Forecasting your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started