Forecasting & Deal Health

Move From Gut-Feel to Data-Driven Forecasting

Leverage deal signals and AI-native insights so forecasts are trusted, risks are visible early, and you call the number with confidence.

Problem

Forecasting still depends on rep optimism, manual updates, and spreadsheets. Leaders get caught off guard by slipping deals, undisclosed risks, and pipeline gaps because there’s no unified view of deal health.

Negative Impact

Missed revenue targets because deals drift without alerts on risk signals
Forecasts lack credibility with execs because data is stale, inputs are inconsistent, and visibility is fragmented
Late-stage risk surprises leadership because indicators like weak engagement or stalled activity aren’t surfaced in time
Resources misallocated because you can’t see which deals are healthy and which require attention

Solution (Onesales)

Monitor engagement signals (emails, calls, meetings) plus deal activity in CRM. Use AI to flag risk patterns and update projections dynamically. Align metrics with your sales cadence so everyone speaks the same forecast language.

Positive Impact

More accurate, trusted forecasts because risk indicators are surfaced before they derail deals
Early visibility into deal health so you can intervene or reallocate effort proactively
Stronger leadership confidence because forecasts are backed by data, not hope
Better resource planning and pipeline growth since you focus effort where it will move the number

How we do it?

Connect – aggregate CRM, engagement, and activity signals
Detect – use AI to identify risk patterns and deal-health signals
Forecast – deliver rolling, fact-driven projections of what’s likely to close
Align – set forecast cadences tied to your sales stages and review cycles

Improve forecast accuracy to eliminate surprises, make better decisions, and build pipeline you can trust

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