AI Forecast

The AI Forecast provides you with an interactive, AI-powered view of your Sales Forecast. You can set your filters, determine your time series grouping, and categorize the forecast bars by AI deal health, forecast category, deal status, customer intent, and more.

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How to use AI Forecast

The AI Forecast page combines saved views, filters, a forecast chart, a forecast table, and an AI-generated brief so you can investigate your pipeline from any angle.

Saved Views

Saved views live in a tab strip at the top of the page. Data Parrot ships with curated views like New Business Not Moving, Expansion Stalled Deals, Expansion Timing Risk, and New Business Health Risk. Click a tab to switch views, click + to create a new one from your current filter set, and use the overflow icon to manage and pin your views.

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Filters

The filter bar lives directly under the saved view tabs. Filters are grouped into chips so you can open one at a time:

• Pipeline. pick one or more Pipelines and Stages.
• Owners. filter to specific Deal Owners or Teams.
• AI Insights. open the full grid of AI Analysis categories: Deal Health, Purchase Intent, Close Date Confidence, Sales Performance, Deal Status, Win Chance, Stage Confidence, and AI Forecast Category.
• More. filters built from custom deal properties configured for your tenant. The exact filters available here depend on which properties your team has set up.

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AI Filter Details:

• Deal Health: The overall AI Health score of the deal (Very High, High, Medium, Low, Very Low)
• Purchase Intent: How likely the customer is to buy (Very High, High, Medium, Low, Very Low)
• Close Date Confidence: AI confidence in the close date (Very High, High, Medium, Low, Very Low)
• Sales Performance: How well the rep is performing on the deal (Very High, High, Medium, Low, Very Low)
• Deal Status: Whether the deal is moving (Active, Stuck, Dormant, Dead, Inactive, No Activity)
• Win Chance: AI-estimated probability of winning the deal
• Stage Confidence: AI confidence the deal is in the right stage (Very High, High, Medium, Low, Very Low)
• AI Forecast Category: The AI-assigned forecast category (Commit, Best Case, Pipeline)

All of these AI insights are automatically generated and updated as the deal progresses.

Time Range and Grouping

Use the date controls to scope the forecast window and choose how bars are grouped:

• D / W / M / Q pills group the forecast by Day, Week, Month, or Quarter.
• The date range picker lets you set an explicit start and end, with quick presets (YTD, Next 3M, Next 6M, Next 12M) and a draggable timeline.
• Span +/− expands or contracts the visible range one period at a time.

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Breakdown, Amount, and Goals

Three more selectors on the filter bar shape what the chart and table show:

• Amount. switch between deal currency and company currency.
• Breakdown. choose how the forecast is sliced (e.g. Deal Health, Purchase Intent, AI Forecast Category). The bars stack and the table rows group by whatever you pick here.
• Goals. show All Goals, only Pipeline-specific goals, or hide goal targets entirely.

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Forecast Chart

The forecast chart is the top half of the page. It plots the total amount of deals that match your filters, grouped by your time grouping and stacked by your Breakdown selection.

Chart controls (top right of the chart):

• Bar Chart / Cumulative. toggle between per-period bars and a running cumulative view.
• Include Won. toggle whether closed-won deals are rolled into the totals.

The right-hand legend panel shows the active Goal, Total Deals (sum + count), and a per-category breakdown matching your Breakdown selection. Mouse over a bar to see the same breakdown for that period.

Forecast Table

Below the chart is the forecast table. the same data as the chart, laid out as breakdown rows × time-period columns. It includes three sections:

• Open Deals. open pipeline broken down by your Breakdown selection (e.g. Very High → Very Low Deal Health).
• Closed Deals. Won and Lost totals per period.
• Goals. your goal target per period for comparison.

Click any cell to drill in. Use the download button (top right of the table) to export the table as CSV.

Create Forecast Brief

The Create Forecast Brief button (top-left of the chart) generates an AI-written executive brief on the current view. The brief includes a headline, executive summary, and a list of key findings with observations, hypotheses, why-it-matters context, and recommended actions. You can save, copy, download, or discard the brief, and edit any section before sharing.

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Recommended Saved Views

Some saved views worth creating to investigate your forecast:

• Conservative Forecast: Very High Purchase Intent + Very High Deal Health.
• Most Likely Forecast: Medium/High/Very High Purchase Intent + Medium/High/Very High Deal Health.
• High Quality Deals Not Progressing: Medium/High/Very High Purchase Intent + Stuck/Dormant/Dead/Inactive/No Activity Deal Status.
• Close Date Risks: Late-stage Pipeline filter + Medium/Low/Very Low Close Date Confidence.

Viewing the Deals

Below the forecast table is the deal list. Every deal that matches your current filters and (when you click a cell) the selected breakdown × period. Reorder columns, sort, search, add or remove columns from the column picker, and download the list as CSV.

Click any deal to expand it and see the AI Analysis, Timeline, and Suggestions. The Deal Table is the same one used in Deals. Learn more about the Deal Table.

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Next Steps

• Deals: Learn how to use Deals to review your deals and increase HubSpot data quality.
• Research Trends: Learn how to uncover positive and negative trends happening in your sales pipeline.
• Activity Dashboard: Explore to see a detailed view of all your sales engagements across your sales team.
• Read more on our website: Learn more about improving sales forecast accuracy.