Revenue Execution ·
Sales forecasting

Submit the forecast

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

Best for

Account Executive, 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

    When submitting a weekly, monthly, or quarterly forecast

  2. 2
    Context

    Avoma Revenue Intelligence reads CRM deal data, pipeline amounts, forecast adjustments, and supporting deal signals

  3. 3
    Reason

    Check deal signals before adjusting the number

  4. 4
    Act

    Submit the forecast with adjustments and a full submission history

  5. 5
    Human judgment

    Rep or manager owns the number they submit

Review pipeline and deal-level signals, make forecast adjustments, and submit your forecast for manager review.
Native feature
Recommended

Native feature

Review pipeline and deal-level signals, make forecast adjustments, and submit your forecast for manager review.

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Forecast Submission
Prompt

Starts when

When submitting a weekly, monthly, or quarterly forecast

Uses

CRM deal data, pipeline amounts, forecast adjustments, and supporting deal signals

Produces

A submitted forecast with committed amounts, adjustments, and submission history

What good looks like

A submitted forecast should carry the deal evidence behind it.

Review deal signals before you adjust

Evidence-based changes hold up under questions.

Note the reason for every adjustment

Your manager will ask, and the note saves the call.

Submit on the same day every week

A steady cadence makes changes easier to compare.

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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