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Outreach Forecast features and key benefits

With forecasts built on gut feel or scattered spreadsheets, revenue leaders can’t plan a path to hitting their number. Deals stall or slip late in the cycle and leaders are left fighting end-of-quarter surprises with no visibility into why they didn’t hit their number.

Outreach Forecasting helps sales and revops leaders build a board-ready forecast in minutes, not hours, that is backed by reliable deal data and answers your most pressing revenue questions.

Key Features

Forecasting

Deliver predictable, accurate forecasts that give teams confidence in their calls.

Forecast Rollup shows your forecast for the entire organization, down to the individual rep and deal

AI Projection shows you where you can expect to finish the current sales period

Forecast Trends visualize how key forecast metrics trend over time

Forecast Movement shows what deal changes contributed to an increase or decrease in forecast metrics

Scenario Planner uses AI to test and model a distribution of possible forecast outcomes

Parallel Forecasting enables multiple forecasts to run concurrently across any dimension of your business (new business, renewals, product lines, etc.)

Multiple Forecasting Goals can be created across each area of your business, such as renewals, new logos, or expansions

Custom Configurations

Align your forecasting process with your unique business motion.

Multi-Currency changes opportunity amounts and forecasts to your preferred local currency

Line Item Forecasting uses opportunity line items to track how different product lines or SKUs make up each team’s call

Custom Formulas define the logic behind which opportunities should be contributing to an individual metric

Enterprise Territory Hierarchies construct territory-based goals and structures forecasts and pipeline reporting by territory instead of user

Opportunity Splits track and forecasts how much revenue each team member receives across a single deal

Trusted and Certified

Benefits

Forecast Accurately

Build a consistent and repeatable forecasting process, backed by reliable deal data, with automatic rollups across any dimension of the business.

Confidence in your Call

Mitigate forecast risk with visibility into what’s on track and where to intervene so you can stop questioning your number.

Maximize Pipeline

See how deals are moving at all levels of the organization and how much of current pipeline is expected to be won so you can pull in deals to meet your quotas.

"Kaia™ has been a game changer for us, and the entire Outreach platform has been amazing."

Josh Harmon
GTM Strategy & Enablement Manager

Outreach Forecast features and key benefits

Key Features

Trusted and Certified

Benefits

Forecast Accurately

Confidence in your Call

Maximize Pipeline

Get a custom quote for your team's needs

Outreach Agentic AI Platform for Revenue Teams