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WORKFLOW · SIGMA'S FIRST USER CONFERENCE · March 5
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Sales Forecasting & Pipeline Management

Forecast revenue with live pipeline data. Update deals, review rep forecasts, and manage risk in a governed sales forecasting AI application.

This application gives sales teams a shared, real-time view of pipeline health and forecast accuracy without relying on disconnected CRM reports or manual spreadsheets.

Sales reps can review their book of business, inspect pipeline metrics, and update deal forecasts with full context, including stage progression, historical performance, and recent activity. Updates flow directly into live forecasts, ensuring changes are reflected immediately and consistently.

Sales managers gain visibility into rep-level forecasts, pipeline coverage, and risk areas across the team. Instead of chasing updates or reconciling versions, leaders can identify gaps, assess forecast quality, and coach proactively using a single source of truth.

By centralizing forecasting and pipeline management on live data, the application improves alignment between reps and managers, reduces surprises late in the quarter, and drives more reliable revenue forecasting across the organization.

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