10 Best AI Tools for Sales Forecasting
- Agnes Lan
- Sep 29
- 6 min read
Why You Need to Forecast Your Sales
Accurate sales forecasting allows you to plan resources, manage cash flow, and make smarter business decisions.
Without a reliable forecast, you risk overinvesting in areas that won’t generate returns or underinvesting in opportunities that could drive growth.
Key benefits of sales forecasting include:
Aligning sales targets with company goals
Anticipating seasonal or market-driven changes in demand
Identifying risks and opportunities before they impact revenue
Supporting inventory management and supply chain planning
Enabling better budget allocation across departments
Sales forecasting also improves communication between teams. When finance, operations, and sales share the same data-driven outlook, decision-making becomes faster and more effective.
How AI Can Help You with Sales Forecasting
AI enhances forecasting by analyzing far more data than a human team can process. Machine learning models detect patterns in historical sales, customer behavior, and external factors such as economic indicators. This means forecasts are no longer based only on gut instinct or limited spreadsheets.
Practical ways AI supports forecasting:
Automating the collection and analysis of sales data
Continuously updating predictions as new information arrives
Factoring in variables like market trends, competitor moves, and pricing changes
Providing scenario modelling to test different sales strategies
Highlighting which deals in the pipeline are most likely to close
With AI, you get forecasts that are more dynamic, more accurate, and more actionable. Instead of relying on static reports, you can adapt your strategy in real time as conditions shift.
Best AI Tools for Sales Forecasting
The following AI-powered tools are designed to give you better visibility into your sales pipeline and help you make confident decisions. Each platform offers unique strengths that can support your team in different ways.
Tool | Unique Strengths |
1. Anaplan | Enterprise-grade connected planning, real-time scenario modeling, scalable for global operations |
2. Avercast | Strong demand forecasting and inventory optimization, tailored for retail and manufacturing |
3. Clari | Revenue operations focus with pipeline visibility, deal risk analysis, and predictive insights |
4. Gong | Conversation analytics tied to forecasting, real customer interaction data, sales coaching insights |
5. OnPlan | Combines sales and financial forecasting, lightweight and startup-friendly |
6. Pipedrive | Easy-to-use CRM with built-in forecasting, strong pipeline visualization for SMBs |
7. Salesforce (Einstein Forecasting) | Native Salesforce integration, customizable AI models, enterprise scalability |
8. ForecastX | Advanced statistical forecasting within Excel, ideal for spreadsheet-based workflows |
9. Zendesk Sell | Simple, intuitive CRM with mobile-first design and accessible forecasting tools |
10. Aviso | Predictive AI forecasting with win probabilities, advanced deal intelligence, enterprise coaching tools |
1. Anaplan
What is It?
Anaplan is a cloud-based planning platform that uses AI and machine learning to provide real-time sales forecasting and scenario modeling. It connects sales, finance, and operations so you can forecast with precision and align planning across the business.
Who is It For?
Anaplan is designed for large organizations and enterprises that need advanced forecasting tools across multiple teams and regions. It works well for companies with complex sales structures and global operations.
Features
Feature | Description |
Connected Planning | Links sales, finance, and operations data for unified forecasting |
Predictive Insights | Uses AI to identify patterns and improve forecast accuracy |
Scenario Modeling | Tests different sales outcomes and strategies |
Real-Time Updates | Provides dynamic forecasts as new data comes in |
Scalable Architecture | Handles enterprise-level data and workflows |
2. Avercast
What is It?
Avercast is a forecasting software that uses AI to improve demand planning and sales predictions. It focuses on accuracy for businesses that need to balance supply and customer demand.
Who is It For?
Avercast is a strong fit for mid-sized to large companies that depend on precise demand forecasting, especially in retail, distribution, and manufacturing.
Features
Feature | Description |
Demand Forecasting | AI-powered projections for product sales and demand |
Inventory Optimization | Aligns stock levels with forecasted sales |
Multi-Level Planning | Supports forecasts across products, categories, and regions |
Collaboration Tools | Enables shared planning across teams |
Customizable Dashboards | Provides tailored views for decision-makers |
3. Clari
What is It?
Clari is an AI-driven revenue operations platform that helps sales teams track deals, forecast revenue, and identify risks in the pipeline. It focuses on visibility and accountability throughout the sales cycle.
Who is It For?
Clari is aimed at sales leaders, managers, and revenue operations teams in mid-sized to large organizations that want greater accuracy and transparency in sales forecasts.
Features
Feature | Description |
Revenue Forecasting | AI models project revenue outcomes across pipelines |
Pipeline Management | Monitors deal health and sales rep activity |
Deal Risk Analysis | Identifies at-risk opportunities and suggests actions |
Predictive Analytics | Highlights trends and patterns in customer behavior |
Workflow Automation | Streamlines forecasting and reporting processes |
4. Gong
What is It?
Gong is a revenue intelligence platform that captures and analyzes customer interactions to provide data-driven sales forecasts. It uses AI to understand conversations and link them to pipeline performance.
Who is It For?
Gong is built for sales teams of all sizes that want to improve forecast accuracy by grounding predictions in real customer engagement data.
Features
Feature | Description |
Conversation Analytics | AI analyzes calls, emails, and meetings for insights |
Forecasting Accuracy | Ties customer engagement to deal probabilities |
Deal Intelligence | Tracks interactions to flag at-risk opportunities |
Team Performance | Provides coaching insights based on communication data |
CRM Integration | Connects with major CRMs to sync data automatically |
5. OnPlan
What is It?
OnPlan is a financial and sales forecasting platform designed to simplify planning and reporting. It uses AI to integrate sales forecasts with financial models, giving leadership a single source of truth for decision-making.
Who is It For?
OnPlan is suited for small to mid-sized businesses and startups that want reliable forecasting tools without the complexity of enterprise-level systems.
Features
Feature | Description |
Sales + Finance Integration | Connects sales forecasts to financial models |
AI Forecasting | Improves accuracy with predictive algorithms |
Customizable Dashboards | Visualizes performance metrics in real time |
Scenario Planning | Tests multiple revenue and growth outcomes |
Collaboration Tools | Allows teams to plan and adjust together |
6. Pipedrive
What is It?
Pipedrive is a sales CRM platform with built-in AI-powered forecasting. It helps teams manage pipelines, track deals, and generate revenue forecasts directly inside the CRM.
Who is It For?
Pipedrive is ideal for small and mid-sized sales teams that want an easy-to-use CRM with strong forecasting and pipeline visibility.
Features
Feature | Description |
Deal Forecasting | Predicts sales outcomes based on pipeline data |
Pipeline Management | Tracks opportunities visually through each stage |
Sales Insights | AI highlights trends and deal health |
Goal Tracking | Monitors performance against sales targets |
Integration Options | Connects with hundreds of business tools |
7. Salesforce (Einstein Forecasting)
What is It?
Einstein Forecasting is Salesforce’s AI-driven forecasting tool that delivers predictive insights directly within the Salesforce CRM. It applies advanced algorithms to historical and current pipeline data.
Who is It For?
This solution is for medium to large businesses already using Salesforce that want to enhance accuracy and automation in their forecasting.
Features
Feature | Description |
Predictive Forecasting | Machine learning improves accuracy over time |
Deal Insights | Identifies likely-to-close opportunities |
Pipeline Tracking | Monitors real-time changes in opportunities |
Custom Models | Allows fine-tuning based on unique business rules |
Native CRM Integration | Fully embedded in Salesforce workflows |
8. ForecastX
What is It?
ForecastX is a statistical forecasting tool built for companies that need precision in demand and sales forecasting. It uses advanced algorithms and integrates with Microsoft Excel for ease of use.
Who is It For?
ForecastX is best for small and mid-sized companies, especially in retail, manufacturing, and distribution, that want advanced forecasting but prefer a spreadsheet-based workflow.
Features
Feature | Description |
Statistical Forecasting | Uses proven quantitative methods |
Excel Integration | Works within familiar spreadsheet environments |
Demand Planning | Aligns forecasts with production and supply needs |
Scenario Analysis | Tests different planning assumptions |
Scalable Models | Handles forecasts from SKUs to enterprise-level data |
9. Zendesk Sell
What is It?
Zendesk Sell is a sales CRM that streamlines pipeline management and forecasting. It focuses on usability and transparency, giving teams an accessible way to track deals and generate accurate sales projections.
Who is It For?
Zendesk Sell is designed for small to mid-sized sales teams that want an intuitive CRM with built-in forecasting capabilities.
Features
Feature | Description |
Pipeline Forecasting | Provides real-time revenue predictions |
Deal Tracking | Visual pipeline to manage opportunities |
Sales Reporting | Customizable reports for performance tracking |
Activity Tracking | Logs calls, emails, and meetings automatically |
Mobile App | Allows sales teams to update data on the go |
10. Aviso
What is It?
Aviso is an AI-driven revenue forecasting and sales analytics platform. It delivers predictive insights and win probabilities to help sales teams close more deals with higher accuracy.
Who is It For?
Aviso is aimed at mid-sized to large enterprises that need advanced AI forecasting, deal intelligence, and coaching tools to support global sales operations.
Features
Feature | Description |
Predictive Forecasting | AI projects revenue using deal and market data |
Deal WinScores | Assigns probabilities to opportunities in the pipeline |
Pipeline Visibility | Tracks health and progression of deals |
Sales Coaching | Offers data-driven feedback for reps and managers |
Integrations | Works with Salesforce, Microsoft, and other CRMs |
Change Connect Can Help Grow Your Sales
Improving sales forecasting is not just about choosing the right tool — it’s about knowing how to implement it effectively within your sales process.
At Change Connect, we help businesses like yours select the right AI solutions, align them with team workflows, and maximize adoption so you see measurable results quickly.
We work alongside your sales leaders and teams to build forecasting systems that are accurate, transparent, and actionable.
Let’s work together to make your sales forecasts sharper, your strategies smarter, and your revenue goals achievable.
