Forecast Audit Trail that brings transparency
Forecastio tracks every forecast change in your HubSpot data, so you always know what changed, when it changed, and why. No more unexplained forecast swings.
Why you cannot explain forecast changes today
Most B2B teams review forecasts weekly, but when the number changes, they struggle to explain why. By the time leaders notice a problem, it is often too late.
Forecast changes with no explanation
The forecast drops or increases from one week to another, but there is no clear record of what caused it. Leaders are left guessing whether the change came from slipping deals, updated amounts, or optimistic inputs.
Deals slip without visibility
Deals move to later close dates or get pushed to the next quarter. Without a forecast audit trail, these changes go unnoticed until the final number is already impacted.
Silent changes in deal amounts and probabilities
Reps update deal amounts or probabilities during the week. These changes directly affect the forecast, but there is no way to track when they happened or who made them.
No history of forecast evolution
You only see the current forecast number. There is no way to compare it to last week, last month, or the forecast you committed to earlier. Forecast movement becomes impossible to explain with confidence.
What is a forecast audit trail?
A forecast audit trail shows how your sales forecast changes over time and explains what caused those changes. Instead of seeing only the latest forecast number, you get a clear history of forecast updates and the events behind them.
A forecast audit trail tracks changes such as:
Deal close dates being moved forward or pushed out
Deal amounts being increased or reduced
Probability updates that affect forecasted revenue
Deals added to or removed from the forecast period
Changes made by specific reps, teams, or pipelines
As a result, you can explain forecast movement with confidence, spot risk early, and avoid surprises at the end of the month or quarter.
Why forecast audit trail matters for your team
Clear explanations for forecast movement
When your forecast changes, you can explain exactly why. You know which deals moved, what was updated, and how it impacted the number. No more guessing during forecast reviews.
Fewer surprises at the end of the period
Forecast changes rarely happen all at once. Audit trail helps you spot negative trends early, before a missed number becomes inevitable.
Better forecast discipline across the team
When changes are visible, reps are more thoughtful about updates. Leaders can review patterns, coach on behavior, and improve forecasting consistency over time.
Forecastio connects to your HubSpot account and tracks how your sales forecast changes over time, based on real pipeline activity.
1
We capture forecast snapshots automatically
Forecastio saves forecast snapshots without any manual work. Each snapshot reflects the forecast at that moment, based on your HubSpot data.
2
You see how the forecast changes over time
You can compare forecast values week over week or month over month. This makes forecast movement visible instead of hidden inside the CRM.
3
You see what caused the change the most
Forecastio highlights the main drivers behind forecast movement. You immediately see whether the change was caused by slipping deals, amount updates, probability changes, or new opportunities.
4
You get a list of deals where changes were made
For every forecast change, Forecastio shows the exact deals that contributed to it. You can review what was updated, when it happened, and how it impacted the forecast.
Who benefits from forecast audit trail
VP of Sales and CRO
Understand why the forecast changed from last week or last commit. Explain numbers with confidence in leadership meetings and avoid last-minute surprises.
RevOps and Sales Operations
Track forecast movement over time, identify patterns in deal updates, and improve forecasting discipline across teams and pipelines.
Founders and CEOs
See how reliable the forecast really is and what drives changes behind the scenes. Stay informed without digging into CRM details or spreadsheets
FAQ
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