ForecastIQ
You walk into that board meeting carrying the number. Right now it is a spreadsheet wearing a suit.
ForecastIQ makes it the most defensible slide in the room. Built the way an institutional trader reads a chart. Not the way a rep fills out a dropdown.
The Thesis
You run the company at full speed. Your forecast only shows the road you already drove.
Bookings. Coverage. Win rate. Every number in the standard stack is a lagging indicator. By the time a miss reaches the forecast, the quarter that caused it already ended. You are pricing the future off the rearview mirror.
95%+
Model accuracy at calibration
CQ+2
Forward visibility horizon
14,000+
Hours of TA discipline behind it
The Two Dashboards
Same company. Two instruments. Only one points forward.
Every metric on the left is real. It just reports the past. Each one has a leading indicator that moves first. That is the difference between explaining a miss and preventing it.
Bookings last quarter
Revenue already in the bank. It cannot warn you.
Pipeline velocity score
How fast deals move through every stage, repriced weekly. Flags a slipping quarter six weeks out.
Rep-entered stage and probability
A dropdown set in good faith. No model behind the 70 percent.
Multi-thread activation and decay
How many buying-committee stakeholders are live, and whether their response latency is rising.
Historical win rate
An average of deals already won or lost. It describes the past.
Sentiment trajectory
Whether sentiment is eroding call over call, and which live deals are getting the coaching that closes.
Forecast accuracy, graded at quarter end
You learn the forecast was wrong only after the cash does or does not arrive.
Real-time probability repricing
Close probability updates the moment a signal moves. No rep input. No commit call.
Cost per lead, reported monthly
A finance report assembled weeks after the spend already cleared.
Cost per qualified opportunity, live
The true cost of every qualified opportunity while the fleet runs, so you reallocate before budget is gone.
Quota attainment at the buzzer
Did the team hit. Judged once the quarter is closed and nothing can be done.
Rep capacity expansion rate
How many more active opportunities each rep can carry now. The earliest read on next quarter.
The Windshield · Leading Indicators
Your CRM reads what was logged. We read what is about to happen.
Nine leading indicators agentic AI agents monitor across the live deal universe. None require rep input. Each one moves weeks before it reaches your bookings, and the model reprices probability the moment it does.
3 / 7
stakeholders engaged
Multi-thread activation
Buyer-side stakeholders actually engaged versus how many a deal this size should have by now.
+42%
response latency, week over week
Engagement decay
Not whether the buyer responded. Whether they are responding faster or slower than last week.
11d
champion silent, procurement still live
Champion silence delta
Your internal champion goes quiet while procurement stays active. The pattern has an outcome distribution.
1.6×
29d in stage vs 18d median
Stage velocity deviation
How long the deal has been where it is versus median time-in-stage for every closed-won of its profile.
−0.64
sentiment change across 4 calls
Sentiment trajectory
NLP-derived from call transcripts and email threads. Not is it positive. Whether it is improving or eroding.
2×
consecutive commitments slipped
Next-step decay
Committed next steps completing on time, slipping once, or slipping repeatedly. Pulled from calendar data.
3.0
competitor mentions per call
Competitive intrusion
How often a rival name surfaces in calls and threads, and whether the rate is climbing late in the cycle.
0
buyer-started threads in 14 days
Buyer-initiated reciprocity
Threads the buyer starts on their own, unprompted. The clearest tell that the deal has internal momentum.
6d
avg time to accept, up from 1d
Scheduling friction
Average time to accept the next meeting invite. Calendars cool off weeks before a deal officially stalls.
The Build
Five steps. No schema to conform to. No SaaS to onboard.
ForecastIQ is engineered, not licensed. The sequence below is the exact path from kickoff to a live, calibrated model.
Step 01
Data Archaeology
Backtest four quarters of CRM history. What would the model have predicted versus what actually closed. Surface where your methodology systematically over- or under-calls.
Step 02
Process Audit
Audit the process that generates training data. Stage gate definitions. Field discipline. Inbound versus outbound segmentation. Garbage in is a process problem. Fixed first.
Step 03
Model Build
Statistical model trained on your conversion patterns, velocity curves, rep-level performance, seasonality, and engagement history. Your physics. Not industry averages.
Step 04
Agentic Signal Integration
Agents monitor the live deal universe. Engagement, transcripts, calendar patterns, stakeholder activity. The model reprices probability in real time. No rep input required.
Step 05
Cadence + Continuous Calibration
Plugs into the review cadence your CFO already runs. Quarterly recalibration. Predicted versus actual published every cycle. If the model is wrong, it is on paper.
Step 01
Data Archaeology
Backtest four quarters of CRM history. What would the model have predicted versus what actually closed. Surface where your methodology systematically over- or under-calls.
Step 02
Process Audit
Audit the process that generates training data. Stage gate definitions. Field discipline. Inbound versus outbound segmentation. Garbage in is a process problem. Fixed first.
Step 03
Model Build
Statistical model trained on your conversion patterns, velocity curves, rep-level performance, seasonality, and engagement history. Your physics. Not industry averages.
Step 04
Agentic Signal Integration
Agents monitor the live deal universe. Engagement, transcripts, calendar patterns, stakeholder activity. The model reprices probability in real time. No rep input required.
Step 05
Cadence + Continuous Calibration
Plugs into the review cadence your CFO already runs. Quarterly recalibration. Predicted versus actual published every cycle. If the model is wrong, it is on paper.
Two weeks from yes to the Diagnostic. Twelve weeks to a live forecast.
Where The Discipline Comes From
Nobody else in this space came here from the markets.
Most forecasting tools were built by former SaaS operators who learned to read pipeline. The founder of Sophizo learned to read markets first. A Chartered Market Technician does not look at a chart and ask what happened. They read what is about to happen.
Your deals have momentum. They have trend. They have resistance, the kind that shows up as stakeholder silence and stage stall, weeks before it shows up in your close rate. We put the indicators on the chart.
CQ+2
Forward Visibility
14,000+
Hours TA Study
CMT
Chartered Designation
SEC
Algo Architect
Who It Is For
One forecast. Three executives who stake their credibility on it.
For the CFO
The Rearview
The quiet 25 percent haircut you apply before the forecast ever reaches the board.
The Windshield
Variance collapses as probability reprices in real time. The number becomes an input you can underwrite, not a wish you adjust in private.
For the CRO
The Rearview
Coverage ratios and rep-entered stage. Pipeline reviews where everyone defends a dropdown.
The Windshield
Velocity and multi-thread activation make the model the referee. The review becomes the three deals that actually decide the quarter.
For the CEO
The Rearview
The number you carry into the room, built on inputs you cannot fully verify.
The Windshield
CQ+2 forward visibility. Defensible the day before, not something you explain the day after.
Free Strategic Playbook · 9 Pages
Strategic Forecasting & The Predictive Revenue Motion
Engineering a 2-quarter forward vision for the B2B enterprise.
The same SEC-approved framework institutional traders use to anticipate capital flows, applied directly to your revenue motion. Read the structural mechanics most operators do not see until it shows up in their churn report.
- Reading the Wind Before the Weather Hits. The three macro signals that move pipeline 45 to 60 days before it shows up in the forecast.
- Lagging vs. Leading Indicators. Why bookings and last-quarter coverage tell you where you have been, and the four leading signals that tell you where you are going.
- The Paradigm Shift in Revenue Architecture. A side-by-side teardown of traditional CRM forecasting versus predictive telemetry.
- Hedge-Fund Math on the B2B Pipeline. How the exact formula institutional traders use to anticipate capital flows translates to deal velocity and stage progression.
- Structurally-Derived CQ+2 Visibility. Walk into your next board meeting with a defensible read on the current quarter plus two out.
Send me the playbook.
Tell us where to send it. Opens instantly in a new tab.
Pricing
Diagnostic, then engineered. Not a per-seat license.
The forecast is the deliverable. The model is built around your data, not a vendor schema you conform your CRM to.
Forecast Diagnostic
2 weeks, fixed scope
Delivered as a Pyramid Principle executive brief
Revenue leaders who want a hard read on current forecast accuracy, why it misses, and what the rebuild would actually look like before signing a longer engagement.
- Backtest of last 4 quarters of forecast vs. actual
- Root-cause map: data, methodology, governance, behavior
- Top 3 levers ranked by accuracy impact
- 90-day rebuild roadmap with sequencing
- Honest call on whether you need ForecastIQ at all
ForecastIQ is consulting. It is not a SaaS seat license. The Diagnostic is the entry point: two weeks, a written brief, and a clear answer on whether the rebuild is worth doing.
Forecast Engineering
6-month minimum
Forecast model live by month 3, calibrated by month 6
Revenue orgs at $5M to $50M ARR who want the forecast model engineered against their own win/loss history and embedded into the cadence the CFO actually runs.
- Forecast model trained on your CRM data, not vendor priors
- CQ+2 forward visibility (current quarter plus two out)
- Best case, commit, and risk-adjusted views
- AI risk surfacing on slipping deals
- Scenario planning with sensitivity analysis
- Weekly working session with your RevOps lead
- Quarterly recalibration as new data arrives
- Bundled with the full revenue architecture build
The forecast is one deliverable inside the Operate Retainer. Not a separate per-seat product. You are buying the engineer who builds the model and the operator who runs the cadence around it.
Multi-Entity Forecasting
PE platforms, multi-geo, multi-segment
Scoping call to assess data realities and rollup logic
PE platforms, multi-segment public companies, and multi-geo orgs above $50M ARR with custom data realities, regulated environments, or cross-portfolio rollup needs.
- Everything in Forecast Engineering, plus:
- Multi-entity rollup with consistent methodology
- Custom data integrations beyond standard CRM
- Multi-geo and multi-currency forecast logic
- Dedicated steering committee with bi-weekly cadence
- Procurement, security review, and SOC support
- Cross-portfolio benchmarking (PE)
If you need a SKU you can drop into a vendor checklist, you are looking at the wrong firm. We scope against your environment and price the work, not the seat count.
Common Questions
The questions that come up before a yes.
Prefer To Talk First