Why winnable deals are lost
HubSpot holds every deal, but stalled deals, weak engagement and early warning signs stay hidden until it's too late to act.
Hidden pipeline risk
Deals stall and close dates slip quietly. Pipeline reports show totals, not risk.
Deal reviews take hours
Managers dig through notes, emails and meetings to judge every deal by hand.
Unknown win-loss patterns
You see which deals were lost, but not why, so the same mistakes repeat every quarter.
How to catch revenue
risk early and win more deals
Forecastio's revenue intelligence analyzes pipeline health and engagement on every deal to flag stalled, slipping and at-risk deals early. AI agents review deals, explain why deals are won or lost, and recommend next steps, so your team saves winnable deals while there's still time.
See where your pipeline leaks revenue
Forecastio analyzes pipeline health across stages, teams and reps. Waterfall dashboards show exactly where revenue slips or leaks, and velocity analysis shows where deals slow down.
Pipeline health analysis
Waterfall analysis of leakage and slippage
Deal velocity analysis
Stage conversion and bottleneck analysis
Know which deals need your attention
Deal maps show the health, size and latest engagement of every deal, so you instantly see which deals closing soon need attention. Custom risk signals, built from your own workflows and rules, flag at-risk deals automatically.
Stakeholder and engagement analysis
Risk rules tailored to your sales process
Quick assessment of your most important deals
Recommended next best selling steps
Find the gaps behind missed targets
Analyze revenue performance by team, rep, segment or any custom HubSpot property, and see why deals are won or lost. Find the real reasons behind missed targets, from an executive overview down to individual deals.
Performance analysis by team and rep
Custom dimensions from any HubSpot property
Trend and revenue concentration analysis
Analysis of why winnable deals are lost
Turn pipeline insight into an accurate forecast
Forecastio's sales forecasting combines AI forecasting, time series and team submissions with a full audit trail and in-depth accuracy tracking. Every risk you catch in the pipeline shows up in the forecast.
AI forecasting and time-series forecasting
Customizable submissions and roll-ups
Forecast audit trail
Accuracy tracking by team, rep and time horizon
Every deal reviewed, every loss explained
Forecastio's AI revenue agents read deals, emails, meetings and CRM notes like an experienced sales manager. They flag risks, recommend next steps, keep HubSpot data up to date and show why deals are won or lost.
Deal Review Agent: review deals and get next steps
Win/Loss Analysis Agent: learn why deals are won or lost
Deal Review Agent
Reviews every deal, flags risks, recommends next steps and suggests deal property updates.
Win/Loss Agent
Finds patterns in won and lost deals and recommends rep coaching to win more.
+10%
Higher win rates
90%
Of deal risks caught early
+25%
More reliable deal data
Limited
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Limited
Simple, transparent pricing
Revenue Intelligence costs $69 per user per month. A $369/month platform fee includes 2 user seats, all four AI agents and everything in Sales Forecasting, billed annually.
$69
per user / month
