Revenue Intelligence & Forecasting
Forecast Categories
AutomateNexus uses a Salesforce-style forecast model with four deal categories:
- Closed — Deals already closed and won
- Commit — Deals with 80% or higher probability, expected to close
- Best Case — Deals with 50-80% probability, strong potential
- Pipeline — Deals with less than 50% probability, still developing
- Omitted — Deals excluded from the forecast
Deals are auto-categorized based on their stage probability, but reps can manually override the category using the Forecast Category Picker on any deal.
The Forecast Board
The Forecast Board shows a grid view with:
- Rows — One per sales rep
- Columns — Closed, Commit, Best Case, Pipeline, Omitted, Total
- Team totals — Aggregated values across all reps
Each cell shows the dollar value and deal count. Color-coded status badges indicate whether each rep is On Track, At Risk, or Behind their target.
Period Selection
Switch between forecast periods:
- This Month
- This Quarter
- This Year
The board automatically filters deals by their expected close date within the selected period.
AI Predictions
The forecasting engine uses historical data to predict close rates and expected revenue. The Forecast Accuracy chart shows a comparison of predicted versus actual revenue over past periods, so you can track how your forecasts improve over time.
Manager Roll-Ups
Managers see aggregated forecasts for their entire team. The Team Totals row at the bottom of the forecast board provides the roll-up view showing combined Commit, Best Case, and Pipeline values.