Sales Forecasting is Broken—Here’s How We’re Fixing It With Facts

Table of Contents

It’s a situation sales leaders know all too well. 

The quarter is ending. A committed opportunity is on track to close. You’re this close to hitting your number. But at the final hour, you get that dreaded text from your Account Executive saying the deal’s not going to come through. 

How could this happen? Your seller said everything looked great during deal reviews. But when you take a closer look at the opportunity to figure out what went wrong, you see that it was clearly missing key components and there were some underlying risk factors. Instead of celebrating, you start thinking about how you’re going to explain this to the board… 

Forecasting lacks clarity 

For years, sales leaders have struggled with forecasting. Traditional methods rely on CRM fields, rep opinions, and gut instinct—leading to inaccurate predictions, endless deal inspections, and tough judgment calls made without full visibility. Deals that look like shoo-ins end up slipping at the last minute due to a lack of data around key opportunities. Even with sophisticated tools, revenue teams still waste valuable time second-guessing their commit instead of executing with confidence. 

Accurately forecast with confidence 

That’s why we built forecasting in People.ai—a smarter, AI-driven approach that makes forecasting more reliable, efficient, and actionable than ever before.

For years, our customers have trusted People.ai’s data to run nearly every key sales ritual—from pipeline inspection to account strategy. But time and time again, we saw the same pattern: teams were using our data to power external forecasting tools, trying to make up for gaps in their systems.

It was clear—forecasting could be done better.

So we built the solution sales leaders have been waiting for.

Fact-fueled forecasting in People.ai.

It’s Time to Meet Forecasting in People.ai

  • Real-time update: Trade in anecdotal, scattered CRM data that leads to forecasts based on opinion. Instead, get enterprise-grade automated activity capture—spanning calls, emails, meetings, transcripts, and more—combined with sophisticated matching, providing an accurate, real-time status of in-flight deals.
  • The complete story: Without People.ai, your team is forced to navigate between multiple tools, unable to double click into specific segments, teams, or territories within the sales org to understand details of the pipeline. Using our new Forecasting Agent, sales teams can access critical data directly from the forecast, including engagement metrics, account plans, methodology-specific deal scorecards, and SalesAI Signals—providing the data truth behind every deal.
  • Work where you want to: Without a centralized source-of-truth, the pipeline is a black box, with important deal context living in reps’ notes or heads.  People.ai allows you to get real-time, opportunity-level insights—right in your CRM. Go beyond deal summaries with a solution that surfaces blockers and provides recommended next steps in the tool you use everyday.

The future of forecasting is here. No more guesswork. No more surprises. No more stress. Just clear, actionable intelligence so you can call your number with confidence.

Coming This Spring

People.ai Forecasting launches in Spring 2025, and we can’t wait to show you what it can do. 

See how we’re transforming forecasting—forever.

It’s a situation sales leaders know all too well. 

The quarter is ending. A committed opportunity is on track to close. You’re this close to hitting your number. But at the final hour, you get that dreaded text from your Account Executive saying the deal’s not going to come through. 

How could this happen? Your seller said everything looked great during deal reviews. But when you take a closer look at the opportunity to figure out what went wrong, you see that it was clearly missing key components and there were some underlying risk factors. Instead of celebrating, you start thinking about how you’re going to explain this to the board… 

Forecasting lacks clarity 

For years, sales leaders have struggled with forecasting. Traditional methods rely on CRM fields, rep opinions, and gut instinct—leading to inaccurate predictions, endless deal inspections, and tough judgment calls made without full visibility. Deals that look like shoo-ins end up slipping at the last minute due to a lack of data around key opportunities. Even with sophisticated tools, revenue teams still waste valuable time second-guessing their commit instead of executing with confidence. 

Accurately forecast with confidence 

That’s why we built forecasting in People.ai—a smarter, AI-driven approach that makes forecasting more reliable, efficient, and actionable than ever before.

For years, our customers have trusted People.ai’s data to run nearly every key sales ritual—from pipeline inspection to account strategy. But time and time again, we saw the same pattern: teams were using our data to power external forecasting tools, trying to make up for gaps in their systems.

It was clear—forecasting could be done better.

So we built the solution sales leaders have been waiting for.

Fact-fueled forecasting in People.ai.

It’s Time to Meet Forecasting in People.ai

  • Real-time update: Trade in anecdotal, scattered CRM data that leads to forecasts based on opinion. Instead, get enterprise-grade automated activity capture—spanning calls, emails, meetings, transcripts, and more—combined with sophisticated matching, providing an accurate, real-time status of in-flight deals.
  • The complete story: Without People.ai, your team is forced to navigate between multiple tools, unable to double click into specific segments, teams, or territories within the sales org to understand details of the pipeline. Using our new Forecasting Agent, sales teams can access critical data directly from the forecast, including engagement metrics, account plans, methodology-specific deal scorecards, and SalesAI Signals—providing the data truth behind every deal.
  • Work where you want to: Without a centralized source-of-truth, the pipeline is a black box, with important deal context living in reps’ notes or heads.  People.ai allows you to get real-time, opportunity-level insights—right in your CRM. Go beyond deal summaries with a solution that surfaces blockers and provides recommended next steps in the tool you use everyday.

The future of forecasting is here. No more guesswork. No more surprises. No more stress. Just clear, actionable intelligence so you can call your number with confidence.

Coming This Spring

People.ai Forecasting launches in Spring 2025, and we can’t wait to show you what it can do. 

See how we’re transforming forecasting—forever.

Sales Forecasting is Broken—Here’s How We’re Fixing It With Facts
Sales Forecasting is Broken—Here’s How We’re Fixing It With Facts

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