From CRM to board forecast in 15 minutes.
No data warehouse. No integration project. Connect, configure signal weights, and see your forecast.
Getting started
OAuth connect to Salesforce or HubSpot. We read: opportunities, contacts, activity history, stage timestamps. Read-only scope, we never write back.
Choose your fiscal quarter, set commit thresholds, weight the signals that matter most for your sales motion: velocity vs engagement vs coverage.
Within minutes, Quotavue surfaces your signal-derived forecast with deal-level health scores and a risk register of deals needing attention.
Export a board-ready PDF or share a live link. Forecast updates daily as deals move, or stop moving.
Data security by design
Our CRM connection is read-only OAuth. We request the minimum scope needed to read opportunities, contacts, activity history, and stage timestamps. We do not write to deal stage, amount, or close date. Data is encrypted in transit and at rest. We do not store deal names or contact PII beyond what is required for signal scoring, and we delete it when you disconnect the integration.
We are not yet SOC 2 certified. We build with SOC 2 controls as a design guide and are working toward certification. If your procurement process requires a security questionnaire, reach us at [email protected].