InsightSquared's AI sales forecasting software simplifies the sales forecasting process through machine learning and collaboration. The platform provides an unbiased and validated view of sales forecasts, eliminating the need for manual spreadsheet roll-up processes. Sales teams can easily submit their numbers, while managers can review, override, and track changes. The software incorporates machine learning-driven Confidence to Close and Ideal Customer Profile scores, enabling sales reps to validate their rollups and establish sales discipline. Additional features include tracking forecast changes, identifying pull-forward candidates, and overriding forecasts based on unbiased activity data.

InsightSquared's RevOps Dashboards allow real-time tracking of entire revenue team analytics, aiding in performance evaluations and decision-making processes. Integrating data from multiple systems, these dashboards offer a range of metrics updated in real-time to strategize sales, marketing, and customer success management. They aid in identifying key indicators, trends, strengths and weaknesses; and establishing connections between activities and outcomes such as pipeline, bookings, retention, and upsells. With the aid of machine learning, these dashboards also focus on elevating win rates and shortening sales cycles by monitoring rep performance and effectiveness in real time.

InsightSquared's Guided Selling platform is designed to optimize the revenue process and boost sales performance with AI-enabled insights. The platform provides a dynamic automated assistant that offers timely recommendations at every stage of the customer journey. It comes with an Actions Engine, which includes over 120 pre-configured actions or allows customized actions to enhance efficiency. The tool also facilitates real-time coaching to drive specific deals forward and promotes a data-driven approach to make the best use of each rep's time. Allowing customization based on user, role, opportunity type, stage, region, and more can ensure every deal gets personal attention.

InsightSquared's Advanced Sales Math assesses the sales pipeline by going beyond conversion rates to unlock more data and formulate winning strategies. It aligns sales activities with crucial data points such as deal attributions, progression timelines, sales cadences, and historic win rates, providing a comprehensive picture of the sales process. Using machine learning, this tool identifies inflection points where deals are won or lost, and fine tunes sales cycles based on these insights. Furthermore, it generates real-time calculations to reveal what winning looks like for the organization and helps reproduce such wins efficiently.