Revenue Execution ·

Sales forecasting

Run the quarter-end review

Review every deal that matters before the quarter closes, with a close, push or lose call on each.

Best for

Sales manager, RevOps

Cadence

Quarterly, in the last 2 weeks

Choose how to run it

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.

Skill

How this works

Shown for:

1
Trigger
You run the RevOps Intelligence skill in Claude
2
Context
The RevOps Intelligence skill reads Avoma meetings and scorecards through the Avoma agentic platform, plus your CRM (HubSpot or Salesforce) and Gmail
3
Reason
Weigh each deal's evidence to decide close, push or lose
4
Act
Record a close, push or lose call for each deal, with the evidence, returned in Claude
5
Human judgment
Leader confirms the calls and the final number

Skill

Recommended

Skill

Use the RevOps Intelligence skill in Claude to review each deal's evidence and record a close, push or lose call, with recommended next steps.

RevOps Intelligence skill (for Claude)

Prompt

Copy prompt Download skill

Get the skill

Starts when

When you run it in Claude

Uses

Avoma connector (meetings, scorecards), your CRM (HubSpot or Salesforce) and Gmail

Produces

A quarter-end deal review with recommended next steps

What good looks like

Quarter end gets decided deal by deal, with a clear call on each.

Make a call on every deal

A "maybe" at quarter end is a push.

Use evidence from the last 2 weeks

Older signals don't reflect where the buyer is now.

Record the reason for each call

Reasons make the next quarter's forecast better.

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

More from this use case

Browse all Revenue Execution

Submit the forecast

Submit your forecast with deal signals alongside, so the number is backed by evidence.

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Track attainment and gaps

See attainment, the remaining gap and pipeline coverage against target, by team, as the period runs.

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Set revenue targets

Set the revenue target for each team and period, so forecasts and attainment are measured against it.

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Write the forecast narrative

Write the story behind the number for your CRO or board, with risks and upside in plain language.

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Track forecast changes

See how the committed forecast changed over time, what was adjusted and who made each change.

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Review team forecasts

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

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Check forecast risk

Check commit and best-case deals for risk before the forecast call, using evidence from calls and emails.

View task

Related learning

Guide

How to calculate revenue projections

How to project revenue, where forecasts go wrong and how to commit a number you can defend.

Read the guide

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