Product / Forecasting

A forecast built on what buyers did

Each open deal’s health, built from buyer activity, is matched to how often deals like it have actually closed for your team. Ask Ollie for the forecast in Slack, Teams, or the AI you already use.

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Bring evidence to the commit call

A forecast built from rep updates depends on how each rep reads their own deals. Ollie starts from the deals themselves: the emails, meetings, and buyer activity behind every opportunity, and how deals like them have closed for your team before.

How the forecast works

Health from buyer activityEvery open deal has a health score built from engagement, deal movement, fit, risk, financial signals, and recent momentum. What buyers do counts for more than what reps enter.

Calibrated on your own closed dealsOptivian learns how often deals at each health level have actually closed at your company, and recalibrates every week as more deals close.

Five categories and one numberClosed won, commit, likely, best case, and pipeline, each with the deals behind it, plus an expected total weighted by your own win rates.

Read the use case: Watch every deal: AI deal health monitoring.

This quarter

You ask your reps about the two deals that slipped, and the commit call starts from evidence.

Ask the next question

Ask why the number moved

The forecast answers follow-up questions in plain language: “Which deals make up commit?” “Why is the expected total lower than the deal sum?” “Forecast next quarter for the enterprise team.” Each answer shows the deals and the win rates behind it.

Hear about changes while you can act

When a deal’s amount changes or its health drops, it shows up in your morning brief the next day. Forecast risk reaches you early in the quarter, with time to do something about it.

Questions about forecasting

Where do the win rates come from?

From your own closed deals. Optivian looks at how deals at each health level have won or lost at your company over the past year, and every forecast shows the sample size and calibration window behind it.

How much history do I need?

At least 25 closed deals with health scores from the last year. More history gives steadier win rates.

Can I forecast for my team?

Yes. Ask for your own pipeline, a team, or a specific group of reps. As a manager, your forecast covers every team you lead.

Does the forecast include renewals?

No. The forecast covers new business and expansion deals.

How far ahead can I forecast?

This quarter, next quarter, or a custom range of up to about 6 months. Each currency is reported separately.

Where can I ask for the forecast?

In Slack, Microsoft Teams, Optivian, or any AI connected to Optivian, such as Claude or ChatGPT.

Forecast from the deals themselves

See the forecast Ollie would build from your own pipeline and closed deals.

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