Features & Capabilities
This AI-powered feature provides proactive summaries and insights on deal health directly within the forecasting workflow.
What are SalesAI summaries & signals?
This is the only CRM platform currently supported by People.ai Forecasting GA.
What is Salesforce?
Unlike traditional solutions, People.ai provides this unified experience for updating forecasts and reviewing deals.
What is PeopleGlass?
This release date marked when Forecasting graduated from Beta to GA with enterprise-grade capabilities.
What is August 15, 2025?
This feature aggregates common risks and themes from individual opportunities, presenting them as actionable insights at hierarchy levels.
What are Headlines? (previously known as "Top Stories")
This competitor merged with Salesloft.
What is Clari?
This AI assistant capability was extended directly into PeopleGlass, allowing natural language questions without switching contexts.
What is the SalesAI Assistant?
This new GA capability allows admins to create forecast types, manage hierarchies, and assign users without engineering tickets.
What is the Self Service Admin UI?
Pipeline waterfall currently uses these snapshots, allowing comparison of current pipeline vs 90 days old data.
What are EDB snapshots?
People.ai is the only forecasting solution that has these AI deal qualification tools directly within forecasting workflows.
What are AI-powered scorecards?
This user-selectable view expands opportunity insights to include all activities from the parent account when opportunity-specific data may be incomplete.
What is Account Mode?
This analysis compares two pipeline snapshots and classifies movement as Slipped, Pulled-In, Won, Lost, Upgraded, or Degraded.
What is Pipeline Waterfall Analysis?
This is the maximum number of Salesforce instances supported per customer in the GA release.
What is one (single instance)?
According to customer interviews, Clari users complain that this aspect of Clari's AI models makes it difficult to understand how scores are calculated or adjust weightings.
What is black box AI (lack of transparency)?
These are the two access levels available when assigning users to hierarchy nodes in forecasting.
What are View Only and Submit Forecast?
This matching enhancement solves the problem of missing engagement data by ensuring activities are connected to all opportunities discussed, not just one, providing a complete picture of account-level interactions.
What is Multi-Opportunity Matching?
While not required, this People.ai AI feature significantly enhances the forecasting experience by providing deal insights, risk analysis, and automated recommendations.
What is SalesAI?
This enhanced feature embedded directly into daily sales rituals dramatically increases adoption and improves data accuracy for activity matching corrections
What is In-Ritual Edit Match?