Next-Gen Sales Forecasting: AI-Powered Pipeline Management

Sales pipeline forecasting is essential for revenue planning, but traditional approaches rely on either unstructured spreadsheets or rigid SaaS applications like Clari—creating data silos, limiting customization, and forcing teams to switch between multiple tools for complete pipeline visibility.

In this session, Oscar Bashaw (Solution Architect) will demonstrate how to:

• Create a unified sales forecasting app with role-specific views for both reps and managers
• Implement structured data capture with input tables for consistent deal-level forecasting
• Consolidate multiple data sources (CRM, call recordings, product usage) into a single tool
• Leverage AI models from your data warehouse to provide intelligent deal insights without leaving the workflow
• Build dynamic visualizations with real-time pipeline coverage and attainment tracking
• Use AI to surface risk signals by analyzing call sentiment, deal history, and activity trends from connected data sources

With Sigma, sales teams can move beyond disconnected spreadsheets and inflexible SaaS tools to create a dynamic, AI-powered forecasting solution that scales with your business. Join this session for a complete walkthrough of the app's architecture and learn how to build similar capabilities for your organization—reducing costs while improving forecast accuracy and sales team productivity.