Manage your forecast
Base your forecast on real signals from conversations.
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Key points
- Steer your pipeline in Modjo Deals: select the analysis period (for example “Closing this quarter”), filter by advanced stages and sort by amount to spot priority deals.
- The counter at the top of each tab (number of deals and total amount) gives an immediate view of pipeline health against your targets.
- Ask Modjo’s AI about several deals at once to estimate their probability of success against objective criteria. You can provide these elements in an agent or directly in the Knowledge tab of the settings.
- To make the forecast objective, feed a CRM closing-probability field via AI CRM Filling: Bouygues Telecom steers its teams this way with a dashboard that isolates deals scored at 75% or more.