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AI Agents That Get You Closest to the Revenue Forecasting Pin

In this blog post and our corresponding demo video, we are going to walk you through our unique and value-adding approach to sales forecasting, one that takes into account more than just deal-level data, and also allows you to interact with the forecast and analysis -- using natural language through an AI agent. We'll take you through how we use AI agents to help our customer improve forecast accuracy, as we look at a demo example of a sample upcoming Q3 horizon.

View the Demo Video:

Individual Performance Drives Critical Insights

A major advantage missing in most other sales forecasting tools is that Revcast includes performance data at the AE level (or other employee role, such as a customer success account manager), as well as performance across segments and teams in aggregate. After all, not all employees are created equal, and not all employees perform the same with different sources of pipeline, different categories of pipeline -- like day one versus created in the quarter -- or even with pipeline that comes at different times of the year, usually with a seasonality element to it.

Revcast and its agents look at forecasts for each individual person based on inputs like past performance, the potential future capacity of that individual, and their future pipeline coverage. This is more holistic than just looking at deal by deal to generate a forecast. (Read more here about the pitfalls of forecasting only based on deal data.)

Agent-Surfaced Insights and Action Triggers

Beyond employee level and up performance forecasts, Revcast agents also deliver information to you as it arises related to risks and opportunities. As you can see in the demo video above, some callouts have been automatically generated by our AI agent, making you aware of drivers of the forecast that are going to affect outcomes. This gives you areas of potential action to make adjustments to your plan, align with GTM stakeholders on the trade-offs of those changes, and also to adjust the assumptions in your plan moving forward.

In one example in our demo, you can see from the data that there's high performance variation among the AEs, and this significant spread leads to greater uncertainty in future forecast performance. This allows you to hone in on specific team members, even if their current pipeline looks strong. Revcast factors into the forecast their past performance and how that is likely to influence upcoming quarters. This is an example of how taking into account this employee-level data can not only help us improve accuracy by adding another lens, but also drives the actions that you may wish to take as a revenue or RevOps leader.

Automatic, Easy-to-Read Model Comparisons

The third thing you will see is that the full forecast view in Revcast is a bit unique, because we produce multiple forecasts using different models. This happens as our AI and machine learning gets trained on the data of each customer (so your instance would be trained on your data) to tune things as we go and provide a forecast that looks like a range, but ultimately also has a number associated with it. We are provide your with forecasts based on a minimum, maximum, and median range for the future forecast period.

AI Agents that Help You Better Understand Your Forecast and Business

Finally you can at any time open a tab to call up your friendly AI forecasting assistant, to understand more data and dig deeper. In our demo example, we ask about our Day One pipeline performance. You can ask it a specific question about a category of pipeline, and the agent is going to try to give us some information about that and actually summarize how things break down. One of the things that we try to do at Revcast is to make sure the AI agent returns to you the context for your actual forecast, the data that you need, but then also lets you dig deeper, understand how things are currently performing, and how things might perform in the future.

Let's Try it with Your Data

We'd love to show you a demo using your data. Let's find out what you can learn from Revcast to improve your forecast accuracy and optimize your go-to-market plan using real-time data around your team’s capacity, performance, and overall pipeline dynamics.

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