Forecast
Forecasting that never goes stale
A forecast is only as good as the deals underneath it. ainocrm keeps those deals current from what reps say and send, then tells a leader exactly how much of the number to trust.
€0
pipeline × confidence
€0 below
vs €1.2M quota
0.0×
open pipeline ÷ gap
0%
14 won · 20 lost
Confidence categories
| Booked | €420k | 35% | |
| Commit | +€360k | €780k | 65% |
| Best case | +€480k | €1.26M | 105% |
| Pipeline | +€1.56M | €2.82M | 235% |
| Projected | €1.15M | 96% | |
Bookings vs pipeline created
Created Booked
The problem with Friday's forecast
Most forecasts are built the same way: reps update their deals the afternoon before the pipeline review, a manager rolls the numbers up, and everyone argues about whether the commit is real. By Monday the pipeline is stale again. The number was never wrong because the maths was wrong — it was wrong because the inputs were a week old and nobody could tell which ones.
ainocrm attacks the inputs. Deal values, close dates, stages and next steps change as a by-product of a rep doing their job — a sentence in the chat, an email that arrived — so the forecast is computed from deals that are current on a Tuesday, not just on review day.
Updated for the pipeline review
Mon
Tue
Wed
Thu
Fri
Updated as the work happens
Mon
Tue
Wed
Thu
Fri
The forecast is computed from deals that are current on a Tuesday, not just on review day.
Confidence categories
Four numbers, each more certain than the last
Pipeline
Every open deal at full value — everything on the table.
Best case
Open deals far enough along to be realistic this quarter, at full value, including Commit. Stalled deals drop down a level.
Commit
Open deals you would stake real confidence on — the late stages, and nothing stalled.
Closed
Revenue already won this period. Not a forecast — it already happened.
Booked vs. projected, side by side
Attainment is shown two ways at once: what has actually been booked against quota so far, and where the quarter is projected to land (booked plus the weighted forecast). Blending the two into one number is how teams end up surprised at quarter end; keeping them apart makes it obvious which one you are looking at.
Coverage answers the follow-up question — how many times over is the remaining gap covered by open pipeline? — and an admin can set a coverage target (say 3×) so the pipeline-generation section shows how far along the team is toward it.
Coverage
3.1×
open pipeline ÷ gap
Coverage target
3×
set by an admin
Validity
How much of this can I trust?
Every forecast comes with a validity row. It is the part leaders tell us they check first, because it turns "is this number real?" from a debate into a reading.
The share of open deals with activity in the last seven days.
Deals that have sat in one stage past that stage's stall threshold. They count for less in the weighted numbers until someone touches them.
A deal with no expected close date cannot land in any quarter.
How many deals actually satisfy the requirements of the stage they claim to be in (see Playbook & gates).
Deals nobody has touched for longer than your cleanup period, with a Nudge button that asks the owner to update or archive them. The ones that stay silent are archived on their own, and come back when the customer does.
Each tile opens the list of deals dragging it down, so the fix is one click away rather than a search through the pipeline.
Behind the numbers
Based on how your team really sells
Stage probabilities tuned against reality
The chart that catches next quarter's problem
Why we lose
Focus
Where the team should put its time
With Focus switched on, the same dashboard ranks the open opportunities by what is at stake and what is happening on them right now, with totals by account and by salesperson. It is the list to open a pipeline review with.
Where to put your time
Your open opportunities, most worth your time first
Ask, don't dig
Every number on the dashboard is also a question you can ask Aino: "What has to close this month?", "Which deals are at risk?", "How is Alice tracking against quota?" The answer comes back with the same detail panel the dashboard uses, so a pipeline review can happen in the chat, with the data one message away.
What has to close this month?
Keep reading
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