Analytics
Data-driven revenue forecasts — without the spreadsheet.
This workflow analyzes your Stripe and HubSpot data weekly to generate a structured revenue forecast — comparing current pipeline against targets, identifying coverage gaps, and projecting end-of-quarter outcomes.
Workflow Steps
How this workflow runs
Trigger: Weekly schedule
System TriggerThe forecast runs every Monday morning.
Revenue data pull
Revenue Intelligence DashboardRevenue Intelligence Dashboard connects to Stripe for current MRR, ARR, and churn data.
Pipeline analysis
Revenue Intelligence DashboardHubSpot pipeline is analyzed for stage distribution, deal velocity, and close probability.
Coverage calculation
Revenue Intelligence DashboardPipeline coverage ratio is calculated against targets.
Forecast projection
Revenue Intelligence DashboardEnd-of-quarter outcomes are projected based on historical conversion rates and current pipeline.
Alert and action
Sales Pipeline OptimizerIf coverage is below 3x, Sales Pipeline Optimizer is triggered to surface new opportunities.
Triggers
What starts this workflow
Weekly schedule (Monday 6am)
Outputs
What you get when it runs
Revenue forecast report via email
Pipeline coverage calculation
End-of-quarter projection
Sales Pipeline Optimizer trigger if coverage low