People.ai

Forecasting

Backstory Forecasting

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

Webinar: Forecasting Best Practices

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

Forecast Waterfall Charts

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

Forecast Headlines

Overview

Create a Forecast Type

Manage which users are assigned to each level of your forecasting hierarchy.

Forecast User Assignments

Forecast Hierarchy Management

Configuration (For Admins)

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

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A quick lap of the product so you know where everything lives.

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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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