AI Revenue Predictor is an AI agent that forecasts where your team is likely to land in a given month or quarter, based on a blend of closed-won deals, weighted pipeline, and expected new activity. It goes beyond traditional forecasting by combining real-time pipeline insights with historical conversion patterns, helping teams call their number with greater confidence.
While forecasting typically depends on a deep understanding of the current pipeline, AI Revenue Predictor uses historical data to generate more accurate projections, even early in the period.
Predictions are available in your forecast workflow and analytics tools, so you can access them during pipeline reviews, forecast calls, or strategic planning.
What is a projection?
A projection is an AI-generated estimate of your likely revenue for a specific period. It’s based on three components:
Closed-won deals: Revenue already secured. This includes all qualifying closed-won deals, as defined in your forecast settings.
Weighted pipeline: Deals currently in your pipeline, weighted by their stage and the historical conversion rate for that stage and time in the period.
Expected deals: New, pulled-in, or pushed-in deals that are anticipated to close, based on historical patterns.
How does it work?
AI Revenue Predictor analyzes your historical performance to project how current deals are likely to close. You select the historical period to base the projection on, and the model applies the corresponding conversion rates to current pipeline activity.
Each projection is based on:
Line of business: Projections apply to a specific forecast board configuration.
Close date: Only includes deals set to close in the selected period.
Team or individual: Only includes deals owned by the selected team or rep.
For more details on forecast projection, See forecast projection.