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Use Case

Sales forecasting with pigment

Align forecasts with targets to build better strategies.

Sales planning as we know it is broken

The best sales plans are built on data-driven insights. But the process can feel very difficult at times, thanks to issues that plague teams worldwide.
Lack of visibility into sales team’s performance against targets
A reliance on intuition-based assumptions
Misalignment between sales targets and revenue objectives

One place with all the insights you need to build effective sales forecasts

Watch the 2 minute demo below to see how to run Sales Forecasting in Pigment.
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plan

The right data, presented to the right people

Empower sales leadership to create reliable forecasts and make informed decisions with up-to-date business data, by bringing in the relevant cross-functional teams at the right time.
forecast

Set a clear path to achieving targets

Track reps’ performance by stage, region, industry, deal type, or any other criteria that matters to your team and adjust your sales strategy.
tracking

Identify the deals that matter most

Uncover and focus on the opportunities with real-time visibility on key accounts and performance. Run scenarios to establish which deals need the most focus to reduce the overall cost of sales.

Key features for effective Sales Forecasting

import

Automated data import

Collect accurate data from your systems (CRM, ERP, HRIS, ATS…) in real time to avoid time-consuming tasks and data import errors.

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scenarios

Scenario planning on-the-fly

Run your best case, baseline and other scenarios, and easily generate variance analyses.

drill down

Drill down

Understand what makes up your sales pipeline, and build accurate forecasts.

Drill down UI

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Frequently Asked Questions

What is sales forecasting, and why is it important for RevOps and Sales Ops?

Sales forecasting is the process of predicting future sales based on historical data, market analysis, and sales trends. It is crucial for RevOps because accurate sales projections enable businesses to allocate resources effectively, set realistic revenue targets, and make data-driven decisions. A precise revenue forecast is key to optimizing sales strategies and achieving overall business growth.To learn more about the broader context of optimizing sales outcomes, check out our blog on Sales Performance Management.

What features does Pigment offer for sales forecasting?

Pigment offers scenario planning to test sales strategies, real-time collaboration between RevOps, Sales Ops and finance, drill-down into the pipeline, customizable dashboards and machine learning Predictions. The Analyst Agent tracks the forecast against actuals and explains variances, and the Modeler Agent adapts the model when your sales process changes.

How does Pigment integrate with other tools for sales forecasting?

Pigment connects to the systems your sales planning depends on, such as CRM systems, ERP software and financial databases, through native connectors, APIs and scheduled imports. Forecasts always use the latest information, and teams spend less time gathering data and more time on planning and execution. The Pigment MCP Server also gives external AI tools such as Claude, ChatGPT and Cursor secured, governed access to your Pigment data, models and agents, so teams can query the live forecast from tools they already use, with access rights applied. See the integrations page for the full connector list.

Can Pigment be customized to fit my specific sales forecasting needs?

Yes. Pigment adapts to your forecasting method, whether you forecast by pipeline stage, product, region or deal type. The Modeler Agent builds or extends models from a plain-language request, with a plan you approve first, and Frames lets you describe custom views on the live model. Your forecasting process stays aligned with your goals as they change.

How does Pigment ensure the security of my data?

Pigment is ISO 27001 certified and SOC 1 and SOC 2 Type 2 certified. Granular access rights control what each user or group can see and change, down to the cell, and AI agents work within those rights. Pigment never uses your data to train external AI models. See the security page for the full list of controls and certifications.

How do AI agents improve sales forecasts in Pigment?

Predictions adds machine learning forecasts from your live data, which teams can adjust. The Analyst Agent monitors the forecast against actuals, flags anomalies in pipeline coverage or bookings and sends recurring reports. The Modeler Agent updates the model as your sales process changes. Human judgment stays in charge of the final call.

How do you measure sales forecast accuracy?

Compare forecast with actual results over the same period, using a measure such as mean absolute percentage error (MAPE) at different horizons, for example 1, 3 and 6 months. Also track how often the forecast changes mid-cycle. Pigment keeps forecast, actuals and variance analysis in one model, so you can see where accuracy slips by region, segment or deal type.

How often should we update the sales forecast?

Most teams refresh it at least monthly, and weekly or in-quarter for fast-moving pipelines. The right cadence depends on how quickly your deals and market change. Pigment makes frequent re-forecasting practical because data imports are automated and scenarios update in a few clicks. Siemens, for example, forecasts ten times a year.

Can I build a sales forecast in the Pigment free trial?

Yes. Describe your forecasting approach, for instance by pipeline stage, product or region, and the AI agent builds a model and interactive board in your private workspace. Upload your own sales data or use a sample dataset, change assumptions and run scenarios. The 14-day free trial needs no credit card, and usage limits apply.