Pipeline forecasts
A forecast built from deal evidence, not stage percentages
Roll your pipeline up into a forecast that weighs each deal's real signals (activity, engagement, history), so the number you take to the board is one you can defend.
The problem
The forecast is a spreadsheet of stage-weighted guesses. Every deal at 60% counts the same, whether the champion went quiet a month ago or signed the order form yesterday.
Built from Rig's building blocks
Rig is not a fixed template. It is a set of building blocks, and this app is one way to assemble them. Take what you need, then shape the workflow around your own pain.
How to build it
- 1
Connect your pipeline data
Bring in your CRM alongside the systems that hold the real deal signals: calls, emails, meetings. Rig joins them into one governed picture of every open deal.
- 2
Encode your forecast definitions
Define commit, best case and pipeline in your own words in the context layer, so every roll-up uses the same rules instead of each manager's private spreadsheet.
- 3
Score deals on evidence
A workflow weighs each deal's activity, engagement and history, and flags the ones the stage percentage flatters, the quiet champion, the pushed close date.
- 4
Publish the roll-up
Share a live forecast dashboard and interrogate any number in Claude: which deals moved, what changed since last week, where the risk sits.
The outcome
Forecast calls argue about deals, not spreadsheet mechanics, and the number holds up when the quarter closes.
Build your own versionMore GTM apps
Closed-lost & win-loss analysis
See why deals really die, not just what the rep typed
Pull the full context around every deal from CRM, support, product and finance, so you can see what actually slowed deals down and what moved win rate.
BirdieCRM enrichment & gap-fill
Fill the CRM fields reps never complete
A row-by-row workflow that enriches every account and contact from your internal data and the web, so the CRM fields your reporting depends on are actually populated.
Call analysis at scale (PULL)
Turn every sales & CS call into structured CRM signal
Classify every call against your qualification framework, then draft the CRM update automatically, so the full picture lands in the CRM without a rep typing it up.
100s of calls / week