A weekly forecast from your real history
Built from your actual stage-conversion rates, deal velocity, and seasonality — not a straight sum of pipeline value times hope.
Pipeline Forecast · on the Vertiqa OS
Coming soon
A revenue forecast that explains itself.
Vertiqa's Pipeline Forecast agent will analyze deal velocity, stage history, and seasonality weekly to produce a forecast with the reasoning attached.
The problem it removes
Most small businesses forecast by scrolling the pipeline and guessing. The number is wrong, nobody knows why, and the diagnosis — where deals stall, what changed — never happens.
What it will do
The working definition we are building against — if it misses how your business runs, tell us before we ship it.
Diagnostics, not just a number
Each forecast names what moved it: deals that slipped, stages that slowed, a cohort converting worse than last quarter.
Early warnings
If the quarter is tracking short, you hear it in week three — with the specific deals and gaps driving the shortfall — while there is still time to act.
The spine of every Vertiqa agent
Every agent runs inside the same system of record — bounded by what it remembers, what it is allowed to do, and what gets written down.
Memory
Works from your real history
Pipeline Forecast will read the same governed timeline as every Vertiqa agent — your calls, notes, deals, and documents — instead of starting from a blank prompt.
Approval
You stay the decision-maker
Anything this agent drafts or proposes waits in your approval queue. It prepares the work; a human ships it.
Audit
Every run written down
Each run, artifact, and approval lands in the immutable audit log — so you can always answer what the agent did, when, and on whose say-so.
What this agent will not do
- Never presents a projection as a certainty — every forecast shows its confidence range and assumptions.
- Read-only: it never modifies deals or stages.
Built for
Frequently asked
Is the Pipeline Forecast agent available today?
Not yet — Pipeline Forecast is in development on the Vertiqa OS. This page describes what it will do so you can tell us whether it fits how you work. Four agents are live today; see the full roster on the Agents page.
Will it act without my approval?
No. Like every agent on the Vertiqa OS, anything that leaves your organization or changes your records goes through a human approval gate. The agent prepares; you decide.
Where does it get its information?
From the same governed system of record as your team: your CRM, timeline, and documents — plus cited public sources where research is involved. It never gets raw database access, and every action is audit-logged.
How do I get it when it ships?
Talk to us. Early-access customers help shape the agent and get it first — and if this page misses something about how your business works, that feedback is exactly what we want before we build.
Want the Pipeline Forecast agent first?
Early-access customers shape what we build. Tell us how this should work in your business — and get it before anyone else.
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