Run the cadence
Give every role the right forecast view, submission rhythm, hierarchy, and quota context.
For revenue teams
Turn the forecast into a better leadership conversation.
POCAVI gives RevOps and sales leaders the context to explain movement, inspect deal risk, coach action, and plan the revenue system from Salesforce.
The operating rhythm
Make the work easier to see, decide, and improve.
Start with the responsibility your team already owns. POCAVI gives it a more connected route from signal to action.
Explain movement
Move from the company number to the team, rep, and deal that changed it.
Focus action
Use deal health, velocity, qualification, and activity signals to make manager time specific.
Improve accuracy
Compare forecast calls with outcomes and use the learning in the next cycle.
POCAVI Forecast
Start with the outcome your team owns.
Explore the product depth behind this workflow, then expand when shared Salesforce context makes the next decision better.
See the leadership workflowFocused adoptionStart with one workflow and the owner accountable for it.
Connected contextKeep the Salesforce estate, operational history, and evidence close to the work.
Clear next stepUse a workflow review to map the current problem to a practical starting point.
RevOps and sales leaders
The number changed and nobody can say why
The forecast arrives as a total. Explaining the movement behind it means rebuilding last week from memory, a spreadsheet export, and whatever the reps remember.
- Pipeline moved and the reason is reconstructed after the fact.
- Deal risk is a feeling rather than a set of signals.
- Submissions are chased over Slack the morning of the call.
- Forecast accuracy is discussed but never measured.
22Forecast capabilities
DailyPipeline snapshots
Role-basedLeader, manager, rep views
NoSecond CRM needed
What changes
Explain the movement, not just the number
Daily snapshots make movement measurable rather than remembered. Opening pipeline, what came in, what slipped, what closed, and the deals behind each.
What changes
Make manager time specific
Deal health, stage age, close-date movement and qualification gaps point at which deals need a conversation, and which signals to open it with.
What changes
Learn from the variance
Compare the forecast call against the outcome, by period and by team. Over-forecasting one month is what makes the next month better.
Capabilities
Everything Forecast brings to this work
Forecast is designed for the conversation behind the revenue number, not a separate dashboard that needs reconciling before every call.
- AI Pipeline ForecastingBrings configurable lenses, role-based views, submissions, snapshots, risk signals, and forecast reporting into Salesforce context.
- Pipeline OverviewProvides configurable forecast measures, role views, funnel, accuracy, history, and coaching insights.
- Deal Risk and ScoringScores deals and surfaces win probability, risk factors, stale work, pushed deals, and closing signals.
- Forecast Submissions and HierarchyCollects commit, upside, and best-case calls with deadlines, team roll-up, history, and drill-down.
Deal Rooms Creates a shared workspace for strategic opportunities with activity, stakeholders, risks, documents, action items, and meeting preparation.
Qualification and MEDDIC Makes qualification explicit through structured deal context and a consistent assessment process.
Coaching Scorecards Gives managers skill ratings, trends, team heat maps, goals, and coaching context across the revenue team.
Activity Intel, Call Prep, and Deal AI Uses activity and deal context to surface risk, prepare conversations, and point teams toward the next useful action.
Activity Intelligence Highlights deals with no activity, declining engagement, or strong engagement, including rep heatmaps.
Call Prep and Conversations Prepares a briefing with deal changes and coaching context, and connects call signals from conversation tools.
Mutual Action Plans Tracks buyer-facing actions, tasks, stalls, and a shareable plan for an opportunity.
Revenue Alerts Delivers severity-based alerts and custom rules for pipeline movement and submission reminders.
Conversation Intelligence Brings recent calls, deal signals, talk ratio, and deal-field enrichment into the revenue workspace.
Deal Velocity and Forecast Movement Shows how opportunities progress, where they stall, and which team, rep, or deal changed the forecast.
Revenue Analytics Provides waterfall, funnel, trend, accuracy, leaderboard, coverage, attainment, and dashboard views.
Reports and Dashboard Builder Creates waterfall, funnel, trend, leaderboard, accuracy, snapshot, and custom reports with shareable dashboards.
Win/Loss Analysis Shows win rate across periods alongside the underlying closed-deal population.
Territories and Quota Planning Brings territory, hierarchy, quota, models, currencies, and forecast setup into the revenue operating system.
Forecast Models and Risk Rules Configures scoring factors, backtests, custom models, lenses, metrics, and risk rules.
Email, Calendar, and Currency Connects activity sources and manages FX modes, rates, history, and Salesforce multi-currency sync.
Forecast Setup and Roles Configures lenses, deal columns, quotas, schedules, role hierarchy, user assignment, and granular permissions.
Pipeline Creation Analysis Tracks new pipeline by rep, source, and created-date trend.
Questions
Before you book a demo
Does this replace Salesforce forecasting?
It sits on top of it. Salesforce stays the system of record; Pocavi adds the movement, risk and submission workflow that otherwise lives in spreadsheets.
Do reps have to enter anything twice?
No. Submissions and adjustments are made against the Salesforce record, so there is no second system to keep in step.
Will reps see deals that are not theirs?
Visibility follows your Salesforce hierarchy and sharing model. Forecast roles map to leader, manager and individual contributor views.
Read next
Go deeper on the job itself
Salesforce forecasting: explain the number and improve it
A practical guide to forecast movement, pipeline risk, coaching, deal execution, and revenue planning from Salesforce context.
Read the Forecast guideHow to improve Salesforce forecast accuracy
Use a practical operating rhythm for forecast movement, deal inspection, manager action, and learning from the outcome.
Read the accuracy guideTurn the manager 1:1 into a deal decision
Start with the deals that have stalled, lost activity, or incomplete qualification. Use velocity, activity intelligence, coaching context, and a clear next action to make the conversation specific.
Explore ForecastThe product behind this
Pocavi Forecast
Turn forecast movement into a better leadership conversation.