Revenue Execution ·
Sales forecasting

Review team forecasts

Review each team's forecast against the target, pipeline coverage and last submission in one view.

Best for

Sales manager

Cadence

Weekly

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:

  1. 1
    Trigger

    During weekly, monthly, or quarterly forecast reviews

  2. 2
    Context

    Avoma Revenue Intelligence reads CRM deal data, revenue targets, pipeline metrics, team submissions, and forecast adjustments

  3. 3
    Reason

    Compare each team's projection with the target, coverage and last submission

  4. 4
    Act

    Show team projections, target gaps, coverage and upside in one view

  5. 5
    Human judgment

    Leader decides the number to commit

Compare team forecasts, manager projections, revenue targets, and pipeline coverage to identify gaps, risks, and potential upside.
Native feature
Recommended

Native feature

Compare team forecasts, manager projections, revenue targets, and pipeline coverage to identify gaps, risks, and potential upside.

Powered by
Forecast Review; Sales Forecasting
Prompt

Starts when

During weekly, monthly, or quarterly forecast reviews

Uses

CRM deal data, revenue targets, pipeline metrics, team submissions, and forecast adjustments

Produces

A consolidated forecast view with team projections, target gaps, pipeline coverage, and potential upside

What good looks like

Team forecasts make sense side by side, against the target.

Compare each team with its own last submission

Week-over-week change tells you how confident each team is.

Check coverage behind each projection

Projections need pipeline behind them to hold up.

Ask about the upside you're not counting

Upside you track is upside you can plan around.

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.

CFO

AI Platform for CX and Contact Centers

The team forecasting targets were amazing. I updated everything immediately because it was so intuitive.

GTM Leader

CS Platform

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