Forecasting that keeps up with your quarter.
Revenue.io connects directly to your Salesforce CRM — no configuration, no manual uploads, and no separate forecast report to maintain.
Six things every other forecasting tool gets wrong.
Most tools require a forecast rep to configure and maintain. Revenue.io is always live because it lives inside Salesforce.
Forecasts on objects, not reports
Revenue.io reads your live Salesforce opportunities. No CSV exports, no scheduled syncs — your forecast is always current.
Three-line hierarchy, cleanly aware
Rep → manager → VP roll-ups that just work. No configuration, no manual hierarchy mapping, no stale parent records.
Conversation-inside-the-forecast
Every call is transcribed and scored. Forecast risk surfaces automatically — not after a manager asks about it.
As-a-peer value, not a fixed lens
AI analyzes deal health against your own historical patterns — not a benchmark built for someone else’s market.
Real submission trackeables
Reps submit their number inside Salesforce. Managers see who’s submitted and what changed without a spreadsheet thread.
Consumption review
See which reps are actually using the forecast view vs. who’s flying blind — and coach accordingly before the QBR.
See exactly how much of the call is real.
Revenue.io captures every Salesforce dialer call and scores it against your forecast in real time. One 67% commit that sounds confident is very different from one that sounds like stalling.
- Automatic deal-level risk flags surfaced in the pipeline view
- Rep sentiment trends mapped to stage-by-stage movement
- Sync commit status in the queue from the call
| Rep | Commit | Closed | Status |
|---|---|---|---|
| J. Rivera | $240K | $218K | At Risk |
| M. Okafor | $185K | $192K | On Track |
| S. Chen | $310K | $144K | Behind |
| D. Walsh | $200K | $207K | On Track |
| Scenario | Amount | Probability |
|---|---|---|
| Conservative | $4.1M | 72% |
| Base Case | $4.8M | 58% |
| Best Case | $5.5M | 34% |
Model the quarter without leaving the page.
Toggle assumptions live. Pull upside from pipeline. See what happens to your number when a deal slips a stage — before it slips.
- One-click access to all contacts in the quarter pipeline
- Drag-and-drop scenarios rebuild the forecast automatically
- Sync summary comments to Salesforce in one click
A real handshake between rep and manager.
Revenue.io creates a structured submission and approval flow so every forecast number has a human signature. No more spreadsheets emailed at 5pm on Friday.
- Rep opportunity commitment stays tracked to the variable
- Managers approve or push back with inline notes
- Report a summary summary note to close out the handshake
What we built — and why incumbents can’t ship it.
Forecasts are configurable
Scope on the fly — region, segment, product, team. Save and share.
Scenarios in-product
Levers + per-opp adjustments. No separate planning tool.
AI as a peer voice
AI sits next to rep and manager. Variance is coachable.
Real submission handshake
Per-opp snapshots, staged edits, terminal rejects, full audit.
Consumption-aware
Usage-based revenue is a first-class input, not a workaround.
Attainment, decoded
Donut splits booked vs. commit. The CFO question has an instant answer.
Role-aware from one dataset
Persona switcher re-scopes. No separate exec/manager/rep modules.
Linear/Notion-grade speed
Keyboard-first, dense, built for weekly calls.
Built for the way modern teams actually forecast.
| Capability | Revenue.ioForecast | Clari | SFDC Forecasts |
|---|---|---|---|
| Configurable forecasts (scope on the fly) | ✓ | Limited | — |
| In-product scenario modeling | ✓ | Separate module | Spreadsheet |
| AI commit peer to rep/manager | ✓ | Single AI # | — |
| Per-opportunity submission snapshots | ✓ | — | Manual |
| Attainment booked vs. commit split | ✓ | — | — |
| Consumption-aware forecasting | ✓ | Roadmap | — |
| Keyboard-first, weekly-call-grade UX | ✓ | — | — |
| Time-to-first-value | Same day | 6–12 weeks | Quarter+ |
One workspace. Three jobs to be done.
Submit a number you can defend.
Reps see everything they need before they type a single digit — deal health, stage history, and last call summary.
- Per-deal commit and best-case input
- Call sentiment surfaced per opportunity
- One-click update syncs directly to Salesforce
Coach the forecast, not just the number.
Managers see team roll-ups with conversation signals baked in — not a spreadsheet waiting to be questioned.
- Only offer reasons, not just the number
- Inline deal coaching from the forecast view
- Full commit-vs-close audit trail by rep
Know what’s real before the board does.
VP and CRO-level views roll up from rep data — no aggregation errors, no manual reconciliation.
- Segment-level and team-level roll-up comparison
- Historical accuracy tracking by rep and manager
- Export-ready board summary in one click
The boring stuff. Done well.
Role-based permissions, SSO, audit logging, and certified Salesforce AppExchange listing — so IT says yes on day one.
Salesforce-native sync
Zero middleware. Your Salesforce data is your forecast data. Always in sync, always accurate.
Live data governance
Role-based field visibility respects your existing Salesforce permission sets — no duplicate access management.
Unconditional access
Every rep, manager, and VP gets a seat. No per-feature add-ons hiding forecast visibility behind a tier wall.
4-hr deploy time
We’ve done hundreds of implementations. Most revenue teams are forecasting on live data within one business day.
Submission audit
Every forecast submission is timestamped and attributed — useful for QBR prep and accountability at every level.
Planned journey
Consistent product velocity and a public roadmap so your team always knows what’s coming next quarter.
Segment queries
Filter any forecast view by territory, product line, or custom Salesforce fields you already use to run your business.
Package security
AppExchange-certified. SOC 2 Type II. GDPR-ready. No revenue data ever leaves your Salesforce org.
Built on the foundation revenue leaders expect.
Revenue.io is an AppExchange-certified Salesforce ISV. Your data stays in your org — we just make it work harder.
See it on your Salesforce data.
Tell us about your team and we’ll show you exactly which plan fits and what it costs. One 30-minute call, no obligation.
- A custom quote scoped to your seat count
- A walkthrough on a workflow you actually run
- Straight answers on migration and timeline
Book your demo
Tell us about your team and we’ll be in touch.