People.ai

Backstory Forecasting

Automatically surface prevalent risks in your forecast before they impact results.

Forecast Headlines

Visualize changes in your forecast and understand what’s driving them.

Forecast Waterfall Charts

Create a Forecast Type

Custom Data Loader for Forecasting

Modernize your forecasting motion with data-driven signals and proactive deal management.

Webinar: Forecasting Best Practices

Forecasting

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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