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Vantro

Revenue forecasting for B2B sales teams

Call the quarter with anumber you can defend.

Vantro reads every open deal in your CRM, scores how likely it is to close this quarter, and rolls it all into a forecast with an honest range around it.

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Q4 forecastSample data
  • Closed won
  • Open deal
  • At risk
  • Forecast
  • 80% range

The problem

Most forecasts are gut calls,adjusted by managers, then adjustedagain by finance.

By the time the number reaches the board, nobody can say why it is what it is, or how wrong it might be.

  • 01

    Rep calls drift optimistic as the quarter closes, and nobody can see by how much.

  • 02

    Slipping deals show up at the forecast call, two weeks after they started slipping.

  • 03

    RevOps rebuilds the same roll-up spreadsheet every Thursday night.

How it works

From a pipeline of guesses to a number you can defend.

  1. 01Connect

    Vantro reads opportunities from your CRM, plus the meetings, email threads and call notes around each deal. Read-only access, no rep data entry.

    Connected sources · last 90 daysSample data
    • CRM opportunities412
    • Calendar meetings1,380
    • Email threads9,214
    • Call transcripts655
    412deals read

  2. 02Score

    Every open deal gets a close probability for this quarter, refreshed each morning. Each score lists the signals that moved it, so a manager can check the reasoning.

    Deal scores · updated 6:00 AMSample data
    • Tidewater SystemsExpansion · $186K81%up6
    • Halcyon HealthNew logo · $142K64%down9
    • CopperlineRenewal · $98K92%up2
    • Arden InsuranceNew logo · $77K38%down14

    Why Halcyon Health dropped 9 points

    • −6No reply from the economic buyer in 16 days
    • −5Close date pushed twice this quarter
    • +2Security review completed

  3. 03Roll up

    Scores roll up from rep to team to company with a range at every level. You see where the model and your managers disagree before the forecast call.

    Roll-up · Q4 · companySample data

    Company forecast

    $4.82M

    80% range $4.51M to $5.08M

    TeamVantroManager call
    • Enterprise East$2.17–2.44M$2.31M$2.60M+$290K gap
    • Enterprise West$1.62–1.85M$1.74M$1.70M−$40K gap
    • Mid-market$0.72–0.82M$0.77M$0.90M+$130K gap

  4. 04Act

    Each Monday, managers get the deals that slipped into risk, why they slipped, and a concrete next step. The forecast turns into a to-do list.

    Monday digest · Enterprise EastSample data

    3 deals moved to at risk since last Monday, worth $251K.

    1. Arden Insurance · New logo$77K

      Champion changed roles. No new contact added.

      Next step: Map a new champion before the 14th.

    2. Ridgeway Foods · Renewal$54K

      Usage down 31% over 60 days.

      Next step: Book a usage review with their ops lead.

    3. Meridian Hotels · Expansion$120K

      Procurement step not in the mutual plan.

      Next step: Confirm procurement timeline this week.

Built for the peoplewho own the number.

Everyone sees the same forecast. What changes is where they start.

Sits on top of the CRM you already run.

Vantro connects with read-only access and never writes back to your records. Setup is a connection and a mapping review with your RevOps lead.

CRM

Salesforce

HubSpot

Microsoft Dynamics 365

Activity

Google Workspace

Microsoft 365

Call recorders via export

Access
Read-only, scoped to the objects you choose.
History
Scores use your last eight quarters of closed deals.

See your own pipelineas a forecast.

A 30-minute walkthrough built around how your CRM is set up. No slide deck.

Book a demo