Check forecast risk
Check commit and best-case deals for risk before the forecast call, using evidence from calls and emails.
Ways to get this done with Avoma
Pick the approach that fits how your team works. You can start with one and add another later.
How this works
Shown for:
- 1Trigger
Before submitting or reviewing a forecast
- 2Context
Avoma Revenue Intelligence reads CRM deal data, conversation signals, deal risk scores, and qualification assessments
- 3Reason
Check each commit and best-case deal against evidence from the buyer
- 4Act
Flag deals with weak or missing evidence, with the risk behind each
- 5Human judgment
Manager keeps, downgrades or pushes each flagged deal
Native feature
Review deal risk scores, qualification gaps, and buyer signals to identify opportunities that could affect forecast confidence before submitting your numbers.
How this works
Shown for:
- 1Trigger
You run the RevOps Intelligence skill in Claude
- 2Context
The RevOps Intelligence skill reads Avoma meetings and scorecards through the Avoma agentic platform, plus your CRM (HubSpot or Salesforce) and Gmail
- 3Reason
Check each commit and best-case deal against evidence from the buyer
- 4Act
Flag deals with weak or missing evidence, with the risk behind each, returned in Claude
- 5Human judgment
Manager keeps, downgrades or pushes each flagged deal
Skill
Use the RevOps Intelligence skill in Claude to flag deals in commit or best case that fail evidence checks, with recommended next steps.
What good looks like
A forecast holds up when every commit deal has evidence behind it.
Check every commit deal for a recent buyer call
A commit with no buyer contact in 3 weeks is a guess.
Confirm the next step with the buyer
A next step only your team agreed to doesn't count.
Downgrade deals with open blockers
It's better to call it now than explain it at quarter end.
Customer stories
What teams say
Avoma is a powerful tool with a strong foundation for revenue forecasting. The team has solved the hard problems and is on the right path.
The team forecasting targets were amazing. I updated everything immediately because it was so intuitive.
More from this use case
Browse all Revenue Execution
What’s stopping you from turning every conversation into actionable work?
