📊 Visual Intelligence

Forecast Preparation

Prepare accurate sales forecasts by analyzing pipeline health, deal velocity, and historical patterns so you can call your number with confidence—not hope.

Call your number with confidence

Stop sandbagging or hoping. Know what you'll actually close.

Join the Waitlist
Connects to your CRM pipeline data
Vince analyzes patterns and velocity
Flags at-risk deals before they slip

Forecasts are fiction until the last week of the quarter

"We went from 40% forecast accuracy to 85% after implementing AI-assisted forecasting. The difference was seeing which deals were actually progressing versus which ones reps were just hoping would close."

How JoySuite Transforms Your Forecasting

Your reps commit to numbers they made up. Your managers layer on "haircuts" based on gut feel. You tell the board one thing and deliver another. Every forecast review is an exercise in creative storytelling—who's deal is "definitely coming in" this quarter and whose slipped again. By the time you know the real number, it's too late to do anything about it.

Build forecasts on data, not hope

1

Connect your CRM

Connect JoySuite to your CRM. Vince, the data analyst assistant, pulls in your pipeline, opportunity history, and win/loss data to understand your sales patterns. Learn about Visual Intelligence →

2

Analyze pipeline health

Vince examines every deal in your pipeline: stage progression, activity levels, days stuck, engagement patterns. He compares current deals against your historical win patterns to predict likelihood.

3

Generate the forecast

Vince produces a weighted forecast based on deal probability, not just rep optimism. He shows best-case, likely-case, and worst-case scenarios with clear reasoning for each.

4

Identify risks and actions

Vince flags deals showing warning signs: stalled progression, missing next steps, single-threaded relationships. Get specific actions to save at-risk deals before they slip.

Key Features

⚡ AI-Powered Analysis

Vince analyzes pipeline data, deal velocity, and historical patterns to generate probability-weighted forecasts automatically.

🎯 At-Risk Deal Detection

Identify deals showing warning signs before they slip with specific actions to save at-risk opportunities.

📊 Scenario Modeling

See best-case, likely-case, and worst-case scenarios with clear reasoning and probability percentages.

🔄 CRM Integration

Connect directly to your CRM to pull pipeline, opportunity history, and win/loss data for accurate analysis.

What Vince analyzes

Vince combines quantitative pipeline data with qualitative signals for accurate forecasts.

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Pipeline Data

Stage, amount, close date

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Historical Win Rates

Patterns by stage, size, segment

⏱️

Deal Velocity

Time in stage, progression speed

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Activity Levels

Emails, calls, meetings

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Stakeholder Mapping

Multi-threading depth

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Next Steps

Quality of committed actions

Adapt this recipe for your needs

📅

Weekly Forecast Review

Generate weekly snapshots showing pipeline movement, commit changes, and emerging risks.

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Rep-Level Forecast

Break down forecast accuracy by rep to identify who's sandbagging, who's over-committing.

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Board Forecast Package

Executive-ready forecast summary with confidence intervals and key assumptions.

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Multi-Quarter Outlook

Look beyond current quarter to project pipeline coverage and capacity needs.

What you'll get

Here's a sample forecast analysis from Vince:

Forecast Preparation
Q4 Forecast Summary
Quota $2,400,000
Rep Commits $2,850,000 119%
Vince's Forecast $2,180,000 91%
Scenario Analysis
Best Case (20% prob) $2,650,000
Likely Case (60% prob) $2,180,000
Worst Case (20% prob) $1,850,000
At-Risk Deals
  • Acme Corp ($380K) — No activity in 18 days, champion went dark
  • TechFlow ($220K) — Stuck in legal for 3 weeks, no next step scheduled
  • DataCo ($175K) — Single-threaded to IC, no exec engagement

Vince's insight: $775K in commit is at high risk. To hit quota, focus on saving Acme (schedule executive alignment call) and accelerating 2 late-stage deals currently in Best Case.

Who This Is For

📊

Sales Leaders

VPs and directors who need to call accurate numbers for the board and can't afford last-minute surprises.

👔

Revenue Operations

RevOps professionals responsible for forecast accuracy, pipeline health, and sales analytics.

🎯

Sales Managers

Front-line managers who need to hold reps accountable and identify at-risk deals before they slip.

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CFOs and Finance

Finance leaders who need reliable revenue projections for planning, budgeting, and investor communications.

Frequently Asked Questions

How does AI improve sales forecast accuracy?

AI analyzes historical win patterns, deal velocity, activity levels, and engagement signals to generate probability-weighted forecasts. Unlike gut-feel predictions, AI-assisted forecasting identifies which deals are actually progressing versus which reps are just hoping will close.

What data does AI use to predict deal outcomes?

JoySuite's AI analyzes pipeline stage, time in stage, activity levels (emails, calls, meetings), stakeholder engagement, historical win rates by segment and size, and next step quality. It compares current deals against patterns from closed-won and closed-lost opportunities.

How do I identify at-risk deals in my pipeline?

The AI flags deals showing warning signs: stalled stage progression, missing next steps, single-threaded relationships, declining activity, and patterns matching historical losses. You get specific actions to save at-risk deals before they slip.

What's the difference between best case, likely case, and worst case forecasts?

Best case assumes favorable outcomes for uncertain deals, likely case reflects probability-weighted expectations, and worst case accounts for potential slippage. JoySuite shows all three scenarios with probabilities and reasoning so leadership can plan accordingly.

Can AI help sales managers identify sandbagging?

Yes, by comparing rep-level forecast accuracy over time, deal progression patterns, and historical tendencies, AI identifies which reps consistently under-commit (sandbagging) or over-commit. This enables more accurate rollup forecasts and coaching conversations.

Ready to forecast with confidence?

Join the waitlist and be first to try this workflow when JoySuite launches.