Revenue Forecast Assistant

Revenue Forecast Assistant equips you with powerful bottom-up forecasting tools that combine your real pipeline data, historical performance, and live rep pacing to generate precise revenue outlooks. Build commit and upside scenarios with confidence thresholds, tweak sales variables like win rate and ASP, and instantly simulate best-, likely-, and worst-case projections.

What is Revenue Forecast Assistant?

This app automates data-driven revenue forecasting by:

• Consolidating open pipeline, historical trends, and real-time sales performance
• Applying probability-based thresholds for commit and upside estimates
• Running customizable scenario models with sensitivity across key levers
• Producing clear tabular output ready for executive reporting or board reviews

Forecasts are grounded in actual sales mechanics — not top-down guesswork.

Why use this app?

• 📈 Bottom-up accuracy
  Reflects the reality of your pipeline, win rates, deal velocity, and rep performance — not static plans.

• 🧮 Scenario modeling on demand
  Adjust win rate, ASP, cycle length or other sales assumptions instantly and see how they affect revenue across multiple cases.

• 🔒 Confidence-based commit logic
  Define thresholds (e.g. 80% for commit, 60% for upside) and generate forecasts that match your CRO’s expectations.

• ⚡ Fast, structured outputs
  Output includes commit, upside, and worst-case tables in clear format for immediate strategic use.

How it works

1. Define your forecast horizon
   Choose a period (month, quarter, or year).

2. Set your confidence thresholds
   Provide the criteria for commit and upside (e.g., 80% and 60%).

3. Select key variables
   Choose which levers to test — win rate, ASP, cycle length, seasonality.

4. Provide pipeline data
   Add pipeline size, average deal value, win rate history, and any seasonal trends.

5. Receive scenarios instantly
   Get a table with 3–5 forecast variations across best-case, likely, and downside.

What you'll need to provide

• Forecast Period (month, quarter, or custom range)
• Confidence Thresholds (commit vs upside definitions)
• Scenario Variables (win rate, ASP, cycle length, others)
• Pipeline Data (open opps, rep pacing, historical trends)

Who it's for

• CROs, RevOps leaders, and finance teams building board-ready revenue plans
• Founders or GTM teams modeling next-quarter cashflow under uncertainty
• Sales leaders needing real-time visibility into forecast risk/reward