Create lenses, submit a forecast, track quota, and give every role the right level of visibility.
Pocavi Forecast
Turn forecast movement into a better leadership conversation.
Revenue intelligence for teams who want their Salesforce forecast to explain itself, from company number to team, rep, and deal.
22Forecast capabilities
DailyPipeline snapshots
Role-basedLeader, manager, rep views
NoSecond CRM required
Capabilities
Forecast, understand, predict, improve.
Forecast is designed for the conversation behind the revenue number, not a separate dashboard that needs reconciling before every call.
- AI Pipeline ForecastingBrings configurable lenses, role-based views, submissions, snapshots, risk signals, and forecast reporting into Salesforce context.
- Pipeline OverviewProvides configurable forecast measures, role views, funnel, accuracy, history, and coaching insights.
- Deal Risk and ScoringScores deals and surfaces win probability, risk factors, stale work, pushed deals, and closing signals.
- Forecast Submissions and HierarchyCollects commit, upside, and best-case calls with deadlines, team roll-up, history, and drill-down.
Deal Rooms Creates a shared workspace for strategic opportunities with activity, stakeholders, risks, documents, action items, and meeting preparation.
Qualification and MEDDIC Makes qualification explicit through structured deal context and a consistent assessment process.
Coaching Scorecards Gives managers skill ratings, trends, team heat maps, goals, and coaching context across the revenue team.
Activity Intel, Call Prep, and Deal AI Uses activity and deal context to surface risk, prepare conversations, and point teams toward the next useful action.
Activity Intelligence Highlights deals with no activity, declining engagement, or strong engagement, including rep heatmaps.
Call Prep and Conversations Prepares a briefing with deal changes and coaching context, and connects call signals from conversation tools.
Mutual Action Plans Tracks buyer-facing actions, tasks, stalls, and a shareable plan for an opportunity.
Revenue Alerts Delivers severity-based alerts and custom rules for pipeline movement and submission reminders.
Conversation Intelligence Brings recent calls, deal signals, talk ratio, and deal-field enrichment into the revenue workspace.
Deal Velocity and Forecast Movement Shows how opportunities progress, where they stall, and which team, rep, or deal changed the forecast.
Revenue Analytics Provides waterfall, funnel, trend, accuracy, leaderboard, coverage, attainment, and dashboard views.
Reports and Dashboard Builder Creates waterfall, funnel, trend, leaderboard, accuracy, snapshot, and custom reports with shareable dashboards.
Win/Loss Analysis Shows win rate across periods alongside the underlying closed-deal population.
Territories and Quota Planning Brings territory, hierarchy, quota, models, currencies, and forecast setup into the revenue operating system.
Forecast Models and Risk Rules Configures scoring factors, backtests, custom models, lenses, metrics, and risk rules.
Email, Calendar, and Currency Connects activity sources and manages FX modes, rates, history, and Salesforce multi-currency sync.
Forecast Setup and Roles Configures lenses, deal columns, quotas, schedules, role hierarchy, user assignment, and granular permissions.
Pipeline Creation Analysis Tracks new pipeline by rep, source, and created-date trend.
Forecast
Learn from the variance
Where the forecast was wrong, by how much, and in which direction. Over-forecasting in April is what made May better.
Forecast
The forecast call without the chase
Who has submitted, how confident they are, and who you are still waiting on. Before the meeting, not during it.
Forecast
Coach from evidence, not anecdotes
Three deals, what happened in each, and the pattern across them. The 1:1 starts from what the deals actually show.
Forecast
See the gap before the quarter does
Top-down target against bottom-up commitment, the gap between them, and the levers that would close it.
Forecast
Qualification that is more than a checkbox
What is confirmed, what is assumed, and what is missing entirely. The gaps are the conversation.
Forecast
Know what moved the number
Opening pipeline, what came in, what slipped, what closed. The quarter explained in one row of bars rather than three tabs of reports.
Open pipeline, this quarter$14.0M
+$1.6Mnet movement
What moved
$2.2M slipped out of the quarter and was more than covered by $5.8M of new pipeline. Without the slippage the number would have closed at $16.2M.
The workflow
How the work actually runs
Move from a summary number to the hierarchy, team, rep, and deal that caused the change.
Use deal-health scoring, risk signals, engagement insight, and daily snapshots to see what is likely next.
Use trend, waterfall, funnel, leaderboard, and accuracy views to improve the next forecast cycle.
Integrations
Your forecast, from the CRM you already have
Pocavi reads Salesforce opportunities directly. There is no second system to keep in step.
All integrations- SalesforceOpportunities, stages, owners and history, read through the API.
- Conversation intelligenceBring call and email signals into deal scoring.
- WebhooksPush forecast movement into Slack or your own alerting.
- CSV exportTake any view into a board pack without a screenshot.
Security
People see the deals they are allowed to see
A forecast tool that ignores your Salesforce sharing model is a data leak with a chart on top.
Security overview- Forecast roles map to leader, manager and individual contributor views.
- Deal visibility follows the hierarchy, not a flat export.
- Snapshots are stored per org, and never pooled across customers.
- Every adjustment records who made it and what it replaced.
Questions
Before you book a demo
Is this a replacement for Salesforce forecasting?
It sits on top of it. Pocavi reads your opportunities and adds the movement, risk and submission workflow that Salesforce leaves to spreadsheets.
How does deal scoring work?
Signals from the deal itself: stage age, close-date movement, activity, and the gaps in qualification. Every score explains which signals drove it.
Do reps have to enter anything twice?
No. Submissions and adjustments are made against the Salesforce record, so the CRM stays the system of record.
What does a snapshot capture?
The whole pipeline as it stood that day. That is what makes movement measurable rather than remembered.
Read next
Go deeper on the job itself
Salesforce forecasting: explain the number and improve it
A practical guide to forecast movement, pipeline risk, coaching, deal execution, and revenue planning from Salesforce context.
Read the Forecast guideHow to improve Salesforce forecast accuracy
Use a practical operating rhythm for forecast movement, deal inspection, manager action, and learning from the outcome.
Read the accuracy guideTurn the manager 1:1 into a deal decision
Start with the deals that have stalled, lost activity, or incomplete qualification. Use velocity, activity intelligence, coaching context, and a clear next action to make the conversation specific.
Explore ForecastPricing
Forecast is $749/mo
per month for up to 10 Forecast users. Bundle it with the products next to it and the price comes down.
The rest of the platform