Forecast Meetings
Judgment, customer evidence, target gap, and proof gap.
Evidence Sales Explainer Video
How forecast integrity works
Build the Forecast From Evidence.
EvidenceSales starts clean alongside your CRM instead of importing its opportunity pipeline. Reps maintain customer evidence, approved quote value, and forecast judgment.
Record Customer Evidence
Add customer commitments to the working deal record.
Derive Deal Progress
Evidence determines progress. Reps do not assign stages.
Compare Judgment With Proof
Forecast judgment stays separate, so unsupported amounts remain visible as a proof gap.
- Evidence is append-only
- Retractions and key amount changes stay visible
- Closed, duplicate, and reopened deals remain in the record
One workflow for daily work and recurring reviews
Update Once. Review From the Same Record.
Keep the record current during deal work, so quarter-end is a review, not a rewrite.
Rep workflow
- LeadsWork each lead, then Start a deal.
- DealsMaintain customer evidence and quote value.
- ForecastCompare forecast judgment with customer evidence.
- Won & LostKeep every outcome and reason.
Prepared reviews
Deal Reviews
Missing evidence, deal risk, and the next customer commitment.
Business Reviews
Lead flow, pipeline, forecast, and outcomes from the same record.
Business Review reads across the workflow.
Rollup lets managers review the team without rewriting rep data.
| Focus | What the team proves |
|---|---|
| PProblem | A meaningful business problem and measurable outcome. |
| RRelationships | The champion, economic buyer, decision makers, and signatory are engaged. |
| OOutcome Fit | The customer confirms the use cases and solution fit. |
| VValidation | Required technical and commercial proof is complete, including evaluation if evaluation is needed. |
| EExecution | There is a clear path to a recorded outcome: won, lost, or duplicate. |