Revenue Forecasting
Stop guessing on your forecast call.
Aurasell Revenue Forecasting rolls up deals, categories, and quotas from activity captured in the record, so the forecast, the calls behind it, and the forecast-call workflow sit in one system.
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A forecast layered on the CRM inherits every gap in it.
Your current forecasting tool does not pull all context needed to be accurate or real-time. Aurasell forecasts based on all context and lives where the evidence is captured.
Overlay tools read whatever reps entered in the CRM. Aurasell fills stage, framework, and next-step fields from emails and calls, so the forecast starts from evidence rather than updates reps forgot.
A commit category is an opinion until someone checks the deal. Aurasell forecast calls run on views filtered by AI columns and framework completeness, such as a missing economic buyer.
Many teams still rebuild the forecast in a sheet from a CRM export. In Aurasell, forecast periods, categories, and quotas are configured once and roll up from rep to leadership.
From captured activity to a forecast leadership can inspect.
Revenue Forecasting uses the same records as the rest of Aurasell, contact to contract, so your forecast always stays up-to-date.
The number, the deals behind it, and the evidence on each.
Drill from the leadership roll-up to a rep's commit, then into any deal to see the framework gaps, latest conversation, and next step behind the call.
Six forecast views teams run every week.
- Weekly Forecast Call
Managers walk each rep's commit and best-case deals in one view, with framework completeness beside every amount. - Stalled Deals Review
A saved Stalled Deals view lists opportunities that have stopped moving, so risk is discussed before the quarter slips. - Low Economic-Buyer Score
Deals without a confirmed economic buyer surface for inspection before they move into commit. - Direct and Partner Forecasts
Separate forecasts for direct and partner-sourced revenue roll up into one view for leadership. - Quota Attainment Roll-Up
Per-user quotas roll up by team, showing attainment against target for the period. - At-Risk Deals on the Homepage
Reps see their at-risk opportunities flagged on the homepage before the forecast call asks about them.
Frequently Asked Questions.
- How is an AI CRM different from a traditional CRM?
A traditional CRM stores what reps type in. An AI CRM fills in the record from real activity. Aurasell captures emails, calls, and meetings, populates deal fields and sales frameworks from what buyers said, and lets agents update the record directly. - How do I keep CRM data clean without reps entering it manually?
Capture activity automatically and let the record update from it. Aurasell logs every email, call, and meeting to the right account and deal, fills framework fields from conversations, and enforces validation gates on stage changes. - Can I use Aurasell's AI CRM alongside Salesforce or HubSpot?
Yes. Aurasell runs on top of Salesforce or HubSpot with bi-directional sync, or replaces them as your system of record. Mid-market and enterprise teams usually start alongside their CRM. MobiClocks replaced Salesforce, Apollo, and MailChimp and was operational within a day. - Is consolidating on one vendor a lock-in risk?
You choose how far to go. Aurasell can run alongside your existing CRM with bi-directional sync, so you can consolidate at your own pace. Governance is built in: SOC 2 Type II, role-based access, row-level security, and tenant isolation. - What does the AI do with our customer conversations?
Agents operate inside your tenant, and users only see data their role allows. Conversations are protected by SOC 2 Type II controls, encryption, and tenant isolation, with flexible recording options for restricted environments.
Stop missing quota because of bad forecasting data.
