What is Data Parrot's AI Forecast?

The AI Forecast is a predictive analytics tool that provides visibility into future sales outcomes. It analyzes your pipeline and generates a time-based forecast showing deal distribution across months, enabling more accurate revenue predictions. The forecast categorizes deals by purchase intent (high, medium, low) and can filter to show only active deals, giving sales leaders clearer insight into which opportunities are most likely to close.

How does the AI Forecast help with decision making?

The AI Forecast supports decision making by providing detailed deal information alongside predictions. For each deal, it shows the deal name, amount, owner, confidence score, stage, and key signals like engagement level and competitive position. This combination of high-level forecasting with deal-specific details helps sales leaders identify which deals need attention, allocate resources, and make more informed strategic decisions about their pipeline.

AI Forecast

The AI Forecast (opens in a new tab) provides you with an interactive, AI powered view of your Sales Forecast. You can set your filters, determine your time series grouping, and categorize the forecast bars by AI deal health, forecast category, deal status, customer intent, and more.

AI Forecast Overview

How to use AI Forecast

The AI Forecast page gives you tools to filter, sort and search your open sales deals so you can understand the health of your sales forecast.

Main Filters

The Main Filters are the standard filters that are available at the top of the page. You can filter on Pipeline/Stage(s), Deal Owner(s), and Team(s).

Simply select the filters you want to apply including Pipeline(s)/Stage(s), Deal Owner(s) and Team(s).

You can save and recall filters by clicking the "Save/Load Filter" dropdown.

Filtering Deals - Pipeline/Stage, Deal Owner and Team

Deal Pulse Filters

There are additional Deal Pulse Filters including:

the AI Analysis categories
Engagements (Calls, Meetings, Emails)

Expand the Deal Pulse Filters to see the available filters for AI and Engagements.

You can save your Deal Pulse filters as presets to recall later.

AI Filters: The AI Filters are the AI Analysis categories including AI Health, Forecast Category, Deal Status, Customer Intent, Competitive Position, Sales Performance, Close Date Confidence, and Deal Stage Confidence.

Engagement Filters: The Engagement Filters are the Engagements including Calls, Meetings, and Emails - whether they happened, the time range, and the AI impact. For Calls you can filter on Status, and for Meetings you can filter on Outcome.

Filtering Sales Forecast by AI Health Categories

AI Filter Details:

AI Health: The AI Health Score of the deal (Very High, High, Medium, Low, Very Low)
Forecast Category: The Forecast Category of the deal (Commit, Best Case, Pipeline)
Deal Status: Reveals if the deal is active or stuck (Active, Stuck, Dormant, Dead, Inactive, No Activity)
Customer Intent: The Customer Intent of the deal (Very High, High, Medium, Low, Very Low). Sometimes referred to as Purchase Intent.
Competitive Position: The Competitive Position of your company with the deal (Very High, High, Medium, Low, Very Low)
Sales Performance: Analysis of how well the sales person is performing with the deal (Very High, High, Medium, Low, Very Low)
Close Date Confidence: The AI Confidence of the Close Date of the deal (Very High, High, Medium, Low, Very Low)
Deal Stage Confidence: The AI Confidence of the Deal Stage of the deal (Very High, High, Medium, Low, Very Low)

Note: All of these AI insights are automatically generated and updated as the deal progresses.

Forecast Chart

The forecast chart displays the total amount of deals that match your filters, grouped by the time grouping, and stacked by the AI Analysis category selected.

Mouseover the bars to see the breakdown of the deals by the AI Analysis category selected including sum and count of deals.

You can group the forecast by:

Day: The forecast is grouped by day.
Week: The forecast is grouped by week.
Month: The forecast is grouped by month.

You can stack the bars by:

AI Health: The AI Health Score of the deal (Very High, High, Medium, Low, Very Low)
Forecast Category: The Forecast Category of the deal (Commit, Best Case, Pipeline)
Deal Status: Reveals if the deal is active or stuck (Active, Stuck, Dormant, Dead, Inactive, No Activity)
Customer Intent: The Customer Intent of the deal (Very High, High, Medium, Low, Very Low). Sometimes referred to as Purchase Intent.
Competitive Position: The Competitive Position of your company with the deal (Very High, High, Medium, Low, Very Low)
Sales Performance: Analysis of how well the sales person is performing with the deal (Very High, High, Medium, Low, Very Low)
Close Date Confidence: The AI Confidence of the Close Date of the deal (Very High, High, Medium, Low, Very Low)
Deal Stage Confidence: The AI Confidence of the Deal Stage of the deal (Very High, High, Medium, Low, Very Low)

Recommended Filter Combinations

Here are some recommended filter combinations to help you get started investigating your Sales Forecast:

Conservative Forecast: Filter by deals with very high customer intent, and very high deal health.
Most Likely Forecast: Filter by deals with medium/high/very high customer intent, and medium/high/very high deal health.
High Quality Deals Not Progressing: Filter by deals with medium/high/very high customer intent, and Stuck/Dormant/Dead/Inactive/No Activity deal status.
Close Date Risks: Filter by late stage deals in the Main Filter, then filter by medium/low/very low close date confidence.

Polly Says...

Saving different filters as presets for both the Main Filters and Deal Pulse Filters will help you quickly scan deals to investigate your Sales Forecast.

Viewing the Deals

Below the forecast bars, you will see a list of deals that match your filters. You can reorder, sort and add/remove columns.

Click any deal to expand it and see the AI Analysis, Timeline, and Suggestions.

The Deal Table is exactly the same as the Deal Table in Deal Pulse - click here to learn more about the Deal Table.

Viewing your Deals in AI Forecast

Deal Pulse Mode

Deal Pulse Mode gives you the ability to review your deals in a gamified way - it's intended to optimize your Deal Review Meetings.

Click Here to Learn More about Deal Pulse Mode.

Making the Most of Deal Pulse & Deal Pulse Mode

Create Your Most Conservative Forecast: Filter by deals with high customer intent, high deal health, and high forecast category. This will give you a conservative forecast that you can use to make decisions about your sales strategy.
Create Smart Filter Presets: Create filter presets the various forecast conditions - conservative, most likely, best case, and so on. Toggle between them to see the forecast results.
Switch Category to See how a Month Changes: Toggle between categories and review the impact on a month.
Final Check Before Committing your Forecast: Before you submit your sales forecast to management or the board, use AI Forecast to review your forecast and check for any blind spots.

Next Steps

Deal Pulse: Learn how to use Deal Pulse to review your deals and increase HubSpot data quality.
Research Trends: Learn how to uncover positive and negative trends happening in your sales pipeline.
Activity Dashboard: Explore to see a detailed view of all your sales engagements across your sales team.

Deal Pulse Pipeline Time Machine