AI Agent
AI Agent
Deal
Review
Agent
Forecast
Accuracy Agent
Deal
Review
Agent
Forecast
Accuracy Agent
Your AI deal analyst. Reviews opportunities automatically, identifies risks, recommends next steps, and automates approved actions to improve deal execution.
Your AI deal analyst. Reviews opportunities automatically, identifies risks, recommends next steps, and automates approved actions to improve deal execution.
Your AI deal analyst. Reviews opportunities automatically, identifies risks, recommends next steps, and automates approved actions to improve deal execution.
Your AI deal analyst. Reviews opportunities automatically, identifies risks, recommends next steps, and automates approved actions to improve deal execution.
Works with
Works with
HubSpot
HubSpot
How the Deal Review
Agent works.
How the Deal Review
Agent works.
How the Deal Review
Agent works.
How the Forecast Accuracy Agent works.
01 / 05
Reviews deal activity
Reviews emails, notes, tasks, meetings, pipeline movement, and CRM updates.
Emails
Notes
Tasks
Properties
Updates
Overrides
01 / 05
Reviews deal activity
Reviews emails, notes, tasks, meetings, pipeline movement, and CRM updates.
Emails
Notes
Tasks
Properties
Updates
Overrides
01 / 05
Reviews deal activity
Reviews emails, notes, tasks, meetings, pipeline movement, and CRM updates.
Emails
Notes
Tasks
Properties
Updates
Overrides
01 / 05
Reviews deal activity
Reviews emails, notes, tasks, meetings, pipeline movement, and CRM updates.
Emails
Notes
Tasks
Properties
Updates
Overrides
02 / 05
Analyzes deal quality
Evaluates engagement, momentum, buying signals, stakeholder involvement, and deal progression.
Amount
Close date
Stakeholders
Time in stage
Behavioral signals
02 / 05
Analyzes deal quality
Evaluates engagement, momentum, buying signals, stakeholder involvement, and deal progression.
Amount
Close date
Stakeholders
Time in stage
Behavioral signals
02 / 05
Analyzes deal quality
Evaluates engagement, momentum, buying signals, stakeholder involvement, and deal progression.
Amount
Close date
Stakeholders
Time in stage
Behavioral signals
02 / 05
Analyzes deal quality
Evaluates engagement, momentum, buying signals, stakeholder involvement, and deal progression.
Amount
Close date
Stakeholders
Time in stage
Behavioral signals
03 / 05
Detects deal risks
Identifies stalled deals, inactive opportunities, missing next steps, weak multithreading, and slipping close dates.
Low engagement
Slippage risk
Inactivity
Missing next steps
03 / 05
Detects deal risks
Identifies stalled deals, inactive opportunities, missing next steps, weak multithreading, and slipping close dates.
Low engagement
Slippage risk
Inactivity
Missing next steps
03 / 05
Detects deal risks
Identifies stalled deals, inactive opportunities, missing next steps, weak multithreading, and slipping close dates.
Low engagement
Slippage risk
Inactivity
Missing next steps
03 / 05
Detects deal risks
Identifies stalled deals, inactive opportunities, missing next steps, weak multithreading, and slipping close dates.
Low engagement
Slippage risk
Inactivity
Missing next steps
04 / 05
Recommends actions
Provides next step recommendations to move deals forward and reduce risk.
Engage stakeholders
Arrange an appointment
Move close date
Send follow-up
04 / 05
Recommends actions
The agent explains forecast changes and identifies the exact drivers behind forecast movement.
Engage stakeholders
Arrange an appointment
Move close date
Send follow-up
04 / 05
Recommends actions
The agent explains forecast changes and identifies the exact drivers behind forecast movement.
Engage stakeholders
Arrange an appointment
Move close date
Send follow-up
04 / 05
Recommends actions
The agent explains forecast changes and identifies the exact drivers behind forecast movement.
$240k removed from Commit due to slipped deals. 7 deals moved from Best Case to Commit. Forecast dropped after probability recalculation.
Engage stakeholders
Arrange an appointment
Move close date
Send follow-up
05 / 05
Sales teams execute
Teams take action, improve execution, reduce slippage, and increase win rates.
Send follow-up
Update properties
Create task
Move to closed-lost
05 / 05
Sales teams execute
Teams take action, improve execution, reduce slippage, and increase win rates.
Send follow-up
Update properties
Create task
Move to closed-lost
05 / 05
Sales teams execute
Teams take action, improve execution, reduce slippage, and increase win rates.
Send follow-up
Update properties
Create task
Move to closed-lost
05 / 05
Sales teams execute
Teams take action, improve execution, reduce slippage, and increase win rates.
Send follow-up
Update properties
Create task
Move to closed-lost
What the agent monitors.
What the agent monitors.
What the agent monitors.
What the agent monitors.
Emails
Tracks email communication and engagement.
Emails
Tracks email communication and engagement.
Notes
Reviews CRM notes and customer interactions.
Notes
Reviews CRM notes and customer interactions.
Tasks
Monitors tasks and follow-up activities.
Tasks
Monitors tasks and follow-up activities.
Meetings
Tracks meetings and key customer discussions.
Meetings
Tracks meetings and key customer discussions.
Stakeholders
Monitors stakeholder engagement and roles.
Stakeholders
Monitors stakeholder engagement and roles.
Next steps
Tracks defined next steps and commitments.
Next steps
Tracks defined next steps and commitments.
Close dates
Monitors close date changes and consistency.
Close dates
Monitors close date changes and consistency.
Activity levels
Tracks deal activity and momentum.
Activity levels
Tracks deal activity and momentum.
Deal progression
Analyzes deal stage progression and health.
Deal progression
Analyzes deal stage progression and health.
Examples of AI insights.
Examples of AI insights.
Examples of AI insights.
Examples of AI insights.
Insight 1
HIGH RISK
21 days
since last customer activity
since last
customer activity
No customer activity detected
RECOMMENDED ACTION
Request executive outreach from the CRO
Schedule a
follow-up meeting
Insight 2
1 of 5
stakeholders engaged
stakeholders
engaged
Decision maker not engaged
RECOMMENDED ACTION
Add the economic buyer to the deal team
Insight 3
18%
historical win rate · moved 3×
historical win rate
moved 3×
Close date moved 3 times
RECOMMENDED ACTION
Move deal from Most Likely to Best Case
Deal Review Agent outcomes.
Deal Review Agent outcomes.
Deal Review Agent outcomes.
Deal Review Agent outcomes.
24
24
Deals reviewed automatically
Deals reviewed automatically
18
18
Recommended
next actions
8
8
Deal close dates updated
Deal close dates updated
Better deal execution.
Higher win rates. Stronger pipeline.
Better deal execution.
Higher win rates. Stronger pipeline.
Better deal execution.
Higher win rates.
Stronger pipeline.
See how the Deal Review Agent helps your
team take action and win more deals.
See how the Deal Review Agent helps your
team take action and win more deals.
See how the Forecast Review Agent
helps revenue teams understand
changes and make better
forecasting decisions.
Sales Planning
Sales Forecasting
Sales Performance Insights
Sales Planning
Sales Forecasting
Sales Performance Insights
Sales Planning
Sales Forecasting
Sales Performance Insights
Product
Solutions
AI Agents
© 2025 Forecastio, All rights reserved.
Sales Planning
Sales Forecasting
Sales Performance Insights
Sales Planning
Sales Forecasting
Sales Performance Insights
Sales Planning
Sales Forecasting
Sales Performance Insights
Product
Solutions
AI Agents
© 2025 Forecastio, All rights reserved.
Sales Planning
Sales Forecasting
Sales Performance Insights
Sales Planning
Sales Forecasting
Sales Performance Insights
Sales Planning
Sales Forecasting
Sales Performance Insights
Product
Solutions
AI Agents
© 2025 Forecastio, All rights reserved.