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Forecastio
What Forecastio is
Forecastio is a web-based sales forecasting and revenue intelligence platform for B2B teams using HubSpot. It combines AI, weighted pipeline and time-series forecasting, forecast submissions, and what-if scenarios. Its audit trail records deal slips, amount and category changes, new opportunities, and closed deals. Pipeline analysis examines health, deal activity, conversion trends, and risk signals to surface stalled deals and bottlenecks. AI agents analyze forecasts, CRM data, deals, and revenue performance to identify risks and recommend or automate next steps. Teams can track forecast accuracy by method, horizon, team, and representative, and configure the platform for their forecasting processes, sales models, reporting structures, deal types, and revenue operations needs. Forecastio connects to HubSpot through a connection described as secure, and the company says connection can take minutes, with forecasts and dashboards ready within days. A one-month free pilot is offered before purchase. The paid Sales forecasting plan is $249 a year, billed $249 / month (billed annually), and includes 2 seats; additional seats cost $49/month. No free plan is listed.
Who it suits
Forecastio suits B2B sales and revenue teams that use HubSpot and need forecasting, pipeline risk signals, or accuracy tracking. It may also fit teams with custom forecasting processes or reporting structures.
What it does well
- Combines weighted pipeline and time-series forecasts
- Tracks forecast changes in an audit trail
- AI agents identify risks and next actions
- Forecast accuracy can be tracked by team and rep
- One-month free pilot
What to know first
- No free plan
- Connected data sources are CRM only
- Additional seats cost $49/month on the Sales forecasting plan
Limits
The Sales forecasting plan includes two seats; additional seats cost $49/month. The Forecasting & Revenue Intelligence plan also includes two seats, with additional seats at $69/month. The free pilot lasts one month.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Sales forecasting | $249 / month (billed annually) · Includes 2 seats · Additional seats $49/month | $249 a month |
| Forecasting & Revenue Intelligence | $369 / month (billed annually) · Includes 2 seats · Additional seats $69/month | $369 a month |
As forecastio.ai lists them, read 4 Oct 2026. The maker's own page has the final word.
Getting started
- Open the Forecastio website
- Start the one-month free pilot
- Connect Forecastio securely to HubSpot
- Configure forecasting, sales, and reporting processes
- Set up dashboards and insights
- Choose a paid plan when the pilot ends
Verdict
Forecastio brings forecasting, pipeline analysis, and forecast accuracy tracking together for HubSpot-based B2B teams. Its free pilot offers a way to evaluate the service before buying.
Questions
How much does Forecastio cost?
Sales forecasting costs $249/month billed annually. Forecasting & Revenue Intelligence costs $369/month billed annually.
Is there a free trial?
Yes. Forecastio offers a one-month free pilot before purchase.
Which CRM does Forecastio connect to?
The listed connection is to HubSpot, described as secure.
Which platform does Forecastio support?
Forecastio is available on the web.
How many seats are included?
Each listed plan includes two seats. Additional seats cost $49/month on Sales forecasting and $69/month on Forecasting & Revenue Intelligence.
Can forecasting be customized?
Yes. Forecastio can be configured for forecasting processes, sales models, reporting structures, deal types, and revenue operations requirements.
Facts from Forecastio's own pages
- AI agents
- Its AI agents analyze forecasts, deals, pipeline health, CRM data, and revenue performance to identify risks and recommend or automate next actions. · forecastio.ai, 4 Oct 2026
- Contact
- The site lists [email protected] as its contact email. · forecastio.ai, 4 Oct 2026
- Customization
- Forecastio says it can be configured for custom forecasting processes, sales models, reporting structures, deal types, and revenue operations requirements. · forecastio.ai, 4 Oct 2026
- Forecast accuracy tracking
- Forecastio tracks forecast accuracy by method, horizon, team, and rep. · forecastio.ai, 4 Oct 2026
- Forecast audit trail
- It tracks forecast changes, including deal slips, amount changes, category updates, new opportunities, and closed deals. · forecastio.ai, 4 Oct 2026
- Forecasting
- It combines AI, weighted pipeline and time-series forecasting, forecast submissions, and what-if scenarios. · forecastio.ai, 4 Oct 2026
- Implementation
- Forecastio says users can connect it to HubSpot in minutes and have forecasts, dashboards, and insights ready within days. · forecastio.ai, 4 Oct 2026
- Integrations
- The pricing page describes connecting Forecastio to HubSpot and calls the connection secure. · forecastio.ai, 4 Oct 2026
- Pilot
- The pricing page offers a one-month free pilot before purchasing. · forecastio.ai, 4 Oct 2026
- Pipeline intelligence
- It analyzes pipeline health, deal activity, conversion trends, and risk signals to identify stalled or slipping deals and pipeline bottlenecks. · forecastio.ai, 4 Oct 2026
- Privacy
- Its privacy page says data is transferred to countries outside the European Union under contractual regulations intended to ensure appropriate protection, available for review on request. · forecastio.ai, 4 Oct 2026
- Purpose
- Forecastio is an AI sales forecasting and revenue intelligence platform built for B2B teams using HubSpot. · forecastio.ai, 4 Oct 2026
Where Forecastio stands on Freedom251
- Sales Capacity Planning Software#7 of 18
- Sales Forecasting Software#15 of 31
- Revenue Intelligence Software#19 of 33