--- title: "How to build pipeline forecasts with Claude & Rig" description: "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. A step-by-step guide to building it yourself on your own data with Claude and Rig." canonical: "https://rig.so/apps/pipeline-forecasts" format: markdown --- [All apps](https://rig.so/apps) GTMDashboardReport # Pipeline forecasts A forecast built from deal evidence in place of 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. Runs on![Salesforce logo](https://img.logo.dev/salesforce.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=44&format=png&retina=true)![HubSpot logo](https://img.logo.dev/hubspot.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=44&format=png&retina=true)![Gong logo](https://img.logo.dev/gong.io?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=44&format=png&retina=true) [Build this on your data](https://app.rig.so/signup)[Book a demo](https://rig.so/book-demo) ## 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 This app is one way to combine them. Use the parts you need and change the workflow to fit how your team works. Sync your CRM plus call and activity data into Rig Context layer holds your forecast categories and what counts as evidence for each A workflow scores every deal against its own signals, not its stage percentage A live forecast dashboard, plus ask-anything in Claude ## How to build it 1. 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. 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. 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. 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 version](https://app.rig.so/signup) ## More GTM apps [Lost deals · re-analysedAcme · £40kRep: Price→No championGlobex · £22kRep: Timing→Status-quoHooli · £31kRep: Feature→Budget cutPattern: 6 of 10 "price" losses were really champion gapsAppClosed-lost & win-loss analysisSee why deals really die, beyond what the rep typedPull 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.![Salesforce logo](https://img.logo.dev/salesforce.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![HubSpot logo](https://img.logo.dev/hubspot.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![Zendesk logo](https://img.logo.dev/zendesk.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![Stripe logo](https://img.logo.dev/stripe.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)BirdieHow to build](https://rig.so/apps/closed-lost-analysis)[Enriching accountsAccounts enriched200 / 200Acme CorpEnterprise · ICP 92%GlobexMid-market · ICP 64%InitechEnterprise · ICP 88%58 owners + 200 segments filledWorkflowCRM enrichment & gap-fillFill the CRM fields reps never completeA 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.![Salesforce logo](https://img.logo.dev/salesforce.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![HubSpot logo](https://img.logo.dev/hubspot.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![Attio logo](https://img.logo.dev/attio.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)How to build](https://rig.so/apps/crm-enrichment)[Call analysisCalls analysed1,248Acme · discoveryBudget freezeGlobex · demoChampion wonInitech · QBRPricingTop blocker this week: budget freeze · 34 dealsWorkflowCall analysis at scale (PULL)Turn every sales & CS call into structured CRM signalClassify 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.![Granola logo](https://img.logo.dev/granola.ai?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![Gong logo](https://img.logo.dev/gong.io?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![Attio logo](https://img.logo.dev/attio.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)100s of calls / weekHow to build](https://rig.so/apps/call-analysis-pull) --- - [This page as HTML](https://rig.so/apps/pipeline-forecasts) - [Site map for language models](https://rig.so/llms.txt) - [API and agent documentation](https://rig.so/developers)