The forecast is eating up some of your best hours
Every week, right when sellers are fresh and ready to push their deals forward, they have to stop and update the forecast. They open Salesforce, update close dates, or type a number into a spreadsheet or a forecasting tool. Some give it their full attention and lose the best hours of their week. Many rush through it, skip it, or carry last week's number forward and hope nobody asks for details.
Then the weekly one-on-one starts. They should be talking about how to win the deal. Instead, a chunk of time goes to defending the number: why is this deal in Commit, when did that close date move, and what changed since last week?
Meanwhile, RevOps sends reminders and chases missed submissions so leadership has something to roll up.
Add it up, and the forecast consumes hours from expensive people every week. Those are the hours your sellers could spend with buyers, and your managers could spend coaching them.
Meet the Von Forecasting Agent
The best person to build and update your forecast is the one who knows every deal. Von already connects to your CRM, your call recordings, email, and calendar, and serves as the GTM brain for your revenue team. With that much context in one place, adding a forecasting agent was the obvious move. The agents build every rep’s forecast before anyone opens a spreadsheet.
Here is what the agent does every week, before a rep touches the forecast:
- Reads every deal. An agent looks at each deal through the lens of everything Von knows about it: the Salesforce record, what the buyer said on calls, the email thread, recent activity, and what the other Von agents working that deal have flagged.
- Builds the forecast. Using your team's definitions, agents set each rep’s number for Commit, Best Case, and every other category. Each number comes with the deals that support it, so a manager can see why it landed where it did.
- Rolls it up. The forecast rolls up the reporting line to the CRO.
The team's job is to confirm. Each rep reviews the agent's number and accepts it in one click. If a rep knows something the deal data doesn't show yet, they change the number and add a note. The agent then asks a few follow-up questions and writes the summary the manager would otherwise ask for.
What changes for each role
Sales leaders get their one-on-ones back. The forecast is current when the meeting starts, so the time goes to coaching deals to close.
Sellers get back to selling. The agent does the work they used to rush or skip.
RevOps stops chasing submissions. Setup happens by talking to Von in chat, and teams moving from Gong or Clari can import their targets, reporting lines, and submission history, so the first board opens with their own numbers.
Why an agent inside Von is the smarter way to forecast
A forecast built by hand is only as good as what each rep remembered to update in Salesforce. We built the Forecasting Agent inside Von because Von already knows more about each deal than a spreadsheet or a CRM field ever could.
The number starts from the whole deal. A hand-typed forecast starts from a rep's memory and a few CRM fields. The Von agent starts from what is happening on the deal this week, including the signals reps forget to log, like a close date that has already passed or a deal with no next step.
Every call is on the record. Each submission keeps its note and author, so leaders can see why a number moved and, over time, who called it right.
The forecast gets smarter with the rest of Von. Targets, submissions, and the reporting hierarchy live in Von, so a leader can ask "Show each rep's Commit for the last four quarters next to what they closed" and get the answer in chat.
See the Forecasting Agent in action
Join us on January 12 for a one-hour virtual launch event. Sahil Aggarwal, Von's CEO, will show how the agent works for sellers, sales leaders, and RevOps. Eric from Demand Science will share what changed after his team rolled it out.
Book a demo to learn more about Von Forecasting Agent.
Already a Von customer? Watch for our Customer Show & Tell in December for a sneak peek from Von users who are already using the Forecasting Agent.
Have questions? Read the Von Forecasting Agent FAQ.
