Forecastio

Forecastio: Sales Performance Management and Forecasting for HubSpot is a HubSpot-native integration designed to close the gap between forecasts and actual performance. It provides real-time visibility into sales metrics, advanced forecasting, and actionable insights to help sales leaders optimize performance, reduce forecast risk, and accelerate revenue growth. The platform emphasizes ease of use, real-time dashboards, and data-driven decision making across the entire sales cycle.

How Forecastio Helps Your Team

• Real-time Sales Performance Dashboard: view win rate, sales cycle length, velocity, pipeline growth, and other critical metrics on a single page. Quickly spot declines and identify driving factors behind changes over the last 30 or 90 days.
• Advanced Sales Forecasting: move beyond manual pipeline stages and probabilities. Use time-series forecasting, seasonality, and historical data to generate what-if scenarios with up to 95% accuracy.
• Sales Performance Insights: analyze pipeline health, data quality, and individual rep performance to uncover bottlenecks, risky deals, and opportunities for coaching.
• Sales Planning Automation: create comprehensive plans, run what-if scenarios, and automatically assess goal attainability.
• HubSpot Native Experience: natively integrated with HubSpot for seamless data flow, reduced tool fatigue, and instant adoption by sales teams.

How to Use Forecastio

1. Connect your HubSpot account and configure data mappings for opportunities, contacts, and deals.
2. Open the Sales Performance Dashboard to review real-time metrics and trends.
3. Use Advanced Forecasting to generate multiple future scenarios and assess potential risks.
4. Review Sales Performance Insights to identify coaching needs and data quality issues.
5. Build Sales Plans with what-if scenarios and track progress toward targets.

Why Choose Forecastio

• Real-time visibility into sales performance across the entire funnel.
• More reliable forecasting with advanced statistical techniques and scenario planning.
• Actionable insights that translate into coaching, process improvements, and better pipeline management.
• Time savings by consolidating planning, forecasting, and performance insights in one place.

Key Features

• Real-time Sales Performance Dashboard for key metrics (win rate, cycle length, velocity, pipeline growth, etc.)
• Advanced Sales Forecasting with time-series analysis and what-if scenarios (up to 95% accuracy)
• Sales Performance Insights to diagnose underperforming reps and risky deals
• Sales Planning Automation with scenario planning and goal evaluation
• HubSpot-native integration for seamless data flow and adoption
• Pipeline and data quality monitoring with actionable recommendations
• Helper dashboards and templates for quick onboarding and usage

Use Cases

• Forecast accuracy improvement and reduced revenue risk
• Proactive coaching and performance optimization at the rep level
• Data-driven pipeline management and strategic planning
• Accelerated revenue growth through integrated planning and forecasting

Testimonials

• “Forecastio transformed our sales planning with its intuitive ML approach, delivering real-time insights that align with our targets.”
• “The platform’s forecasting methods let us generate accurate long-term projections in one place.”

Core Features

• Real-time HubSpot-integrated sales performance dashboard
• Advanced forecasting with historical data, trends, seasonality, and what-if scenarios
• Insights into performance gaps, data quality, and pipeline risk
• Automated sales planning and goal evaluation
• Single-view for planning, forecasting, and performance insights