Forecastio

Forecastio is a HubSpot-only sales forecasting and revenue intelligence platform for B2B sales and RevOps teams, sold on annual plans with seats included.

Forecastio turns the deals a sales team already keeps in HubSpot into a forecast that leaders can review, question and defend at the end of each quarter. It replaces spreadsheet roll-ups and memory-based forecast calls with one record of every submission, every AI projection and every change in between. The product is built and sold by the company of the same name. It connects to HubSpot natively and reads deals, owners, line items, contacts and tasks. Sales Forecasting sets an AI forecast beside weighted pipeline and time-series forecasts. Reps submit their calls by forecast category, and the numbers roll up by team, pipeline or rep. The Forecast Audit Trail records who changed what and when, comparing values week over week or month over month. Forecast Accuracy Tracking stores each submission with its pipeline snapshot and measures it against closed revenue. Pipeline Intelligence and Deal Intelligence flag stalled, slipped and inactive deals by a team's own rules, while the Forecast Review, Deal Review and Win/Loss Analysis agents work through forecasts and individual deals. The platform is built for B2B companies whose sales process runs in HubSpot. CROs and sales leaders use it to commit to a number, sales managers to run their weekly calls, and RevOps teams to own the forecasting process and its accuracy. Every plan starts with a demo and a pilot before any payment. Subscriptions are billed annually with a set of seats included, and more seats are added per user. The higher tier adds pipeline and deal intelligence, the deal-focused agents and custom analytics dimensions. Before a forecast call, a manager opens the Forecast Overview to see the quarter against its target, the AI forecast beside the submitted one and the gap between them. During the review, the audit trail answers why the number moved since the last call, so the meeting spends its time on deals rather than on reconciling exports. Once the quarter closes, accuracy reports show how close each rep, team and pipeline came to actual revenue. Reps keep updating their deals in HubSpot, and Forecastio is where their managers turn those updates into a forecast they can stand behind.