Use Case

Accurate [revenue forecasting](/use-cases/revenue-forecasting) with Conversational Analytics

Generate accurate sales forecasts instantly through conversation. Weighted pipeline, probability-based projections, and scenario analysis without spreadsheets.

The Problem

Traditional forecasting requires complex reports, manual calculations, and spreadsheet gymnastics. By the time you finish the analysis, the data is already stale.

The Shabe Solution

Ask Shabe: 'Forecast my pipeline for Q1' and get instant weighted forecasts with probability-based projections. No reports to build, no calculations to run.

Key Benefits

  • Instant weighted forecasts by stage probability
  • Real-time accuracy - data never stale
  • Scenario analysis through conversation
  • Historical trend analysis and predictions
  • Coverage ratios and gap identification

The Forecasting Challenge

Sales leaders need accurate forecasts, but getting them is painful:

  • Spreadsheet dependency - manual data pulls
  • Stale snapshots - outdated by the time you finish
  • Complex formulas - error-prone calculations
  • Time-consuming - hours of work for one forecast
  • Inconsistent methodology - different approaches by rep

How Shabe Transforms Forecasting

With conversational forecasting:

Instant Weighted Forecast:

"Forecast my pipeline for Q1"
→ Weighted by stage: $1.2M commit, $2.5M best case, $4.2M pipeline

"What's my weighted pipeline?"
→ Automatic probability-based calculation

"Show forecast by rep"
→ Team rollup with individual contributions

Scenario Analysis:

"What if we close all Negotiation-stage deals?"
→ Best case scenario: $X

"How much pipeline do I need to hit $1M?"
→ Coverage analysis with gap identification

"Compare forecast Q1 vs Q4"
→ QoQ trend analysis

Coverage & Gaps:

"What's my pipeline to quota ratio?"
→ 3.2x coverage - healthy

"Do I have enough pipeline?"
→ Analysis with recommended actions

"Show me the gap to hit quota"
→ $X shortfall, Y deals needed

Forecasting Methodology

Shabe uses proven methods:

Stage-Based Weighting

Each stage has a probability:

  • Qualification: 20%
  • Demo: 40%
  • Proposal: 60%
  • Negotiation: 80%
  • Contract: 90%

Weighted Value Calculation

Deal Amount × Stage Probability = Weighted Value

Historical Calibration

Shabe learns from your actual win rates to adjust probabilities over time.

Forecast Categories

Commit Forecast: Deals you're confident will close (80%+ probability)

Best Case Forecast: Commit + deals with good momentum (60%+ probability)

Pipeline Forecast: All open deals with weighted values

Real-Time Updates

Unlike static spreadsheets, Shabe forecasts update in real-time as:

  • Deals move stages
  • Amounts change
  • Close dates shift
  • New deals are created

Always current, never stale.

Measured Accuracy

Teams using Shabe for forecasting achieve:

  • 35% improvement in forecast accuracy
  • 90% reduction in time spent forecasting
  • Real-time visibility vs. weekly snapshots
  • Consistent methodology across all reps

Get Started

Start forecasting through conversation. Connect HubSpot to Shabe and ask "What's my forecast for next quarter?"

Experience This Use Case Yourself

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