Forecastio simplifies sales forecasting and performance management by offering real-time analytics and advanced forecasting tools for HubSpot users. Designed for sales leaders and operations teams, it provides insights to optimize sales planning, improve win rates, and ensure predictable revenue growth.

What are the main features of Forecastio?

Sales Planning Automation

Forecastio streamlines sales planning by leveraging historical HubSpot data to create accurate and actionable plans. Set realistic sales goals and manage resources effectively.
Key features:

• Goal management for inbound and outbound sales.
• Automated capacity planning to ensure team readiness.
• Predefined planning templates and what-if scenario analysis.

Advanced Sales Forecasting

Achieve sales forecasting accuracy of over 95% using predictive models and AI. Avoid surprises at the end of the quarter with data-driven forecasts tailored to your business.
Key features:

• Time-series and opportunity-stage forecasting.
• Resource allocation through what-if scenarios.
• Forecasting based on opportunity creation trends.

Sales Performance Insights

Identify bottlenecks and improve performance with insights into critical sales metrics. Forecastio pinpoints inefficiencies in the pipeline, process, or team performance.
Key features:

• Pipeline stage conversion analysis.
• Sales representative performance tracking.
• Root-cause analysis for lead source issues.

Sales Capacity Management

Ensure your sales team is adequately staffed to meet targets. Forecastio automates capacity calculations to align with quota goals.
Key features:

• Real-time assessment of sales capacity.
• Automated hiring calendar recommendations.
• Resource alignment with sales goals.

Why choose Forecastio?

Seamless HubSpot Integration

Connect Forecastio with HubSpot in a few clicks to access actionable insights and streamline your workflow.

AI-Driven Insights

Save time with automated analytics that uncover performance gaps without manual report analysis.

Flexible Pricing Options

Forecastio offers plans tailored to teams of any size:

• Basic Plan: $149/month, suitable for small and mid-sized teams, includes 1,000 deals analyzed and two users. Additional users and deals can be added for $29/month.
• Custom Plan: Unlimited deals and users, premium support, and advanced analytics tailored to large teams.

Results You Can Achieve with Forecastio

• 20% increase in quota attainment through precise planning.
• 10% improvement in win rates by addressing pipeline bottlenecks.
• 95% forecast accuracy with advanced predictive modeling.

Forecastio empowers sales teams to unlock their full potential by delivering actionable insights and accurate forecasts. Simplify your sales processes and achieve predictable revenue growth—all in one platform.