Product · Forecasting

A forecast you can defend, built on complete data.

Taskbase scores every deal against your methodology, prepares the forecast call before it starts, fills the CRM so the data is complete, and challenges the forecast before you commit to it.

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Pipeline health

Deal Risk Board

Live from HubSpot · your open Sales Pipeline deals · updated 07.10.2026, 18:12

8Open deals

43Avg score

0Blocked

Score 0–100. 75+ healthy · 50–74 watch · 30–49 at risk · <30 critical.

Solution/Value agreement1

Northwind – New deal€15,000 · 31.10.2026

Process 0/31 · Risk criteria 48/67

No follow-up meeting booked

Open in HubSpotView details →

Power agreement1

Helio Logistics – Smart fleet€84,600 · 01.12.2026

Process 0/31 · Risk criteria 52/67

No follow-up meeting booked

Open in HubSpotView details →

Helio Logistics – Smart fleet (Jordan Keller)Power agreement · €84,600 · close 01.12.2026

Qualification

SPICED qualification · 4 calls read

50%

This deal is not qualified per SPICED; the biggest gap is the absence of a buyer-confirmed decision process with a dated compelling event.

Problem level reached: Organisational problem

S · SituationStrong

The regional team is moving from account management to proactive outbound selling and needs captured call data to support coaching.

“So for my team it’s a definite mindset shift now.”

P · ProblemStrong

Buyers described a performance gap: heavy investment in sales training, but reps return to old habits within weeks.

“After two weeks they’re back in their old habits. That’s the problem.”

I · ImpactPartial

The buyers linked the problem to wasted training spend and low outbound volume, but no buyer-approved KPI baseline or target exists yet.

The Deal Risk Board. All names and numbers are fictional.

Oneplace for forecast and deal review, instead of two

Everydeal scored against your methodology, not only stage and close date

Beforethe call starts, the forecast call is already prepared

From complete data to a forecast you trust

1Complete dataTaskbase fills the CRM after every call, down to close dates, stages and risk criteria.
2Scored dealsEach deal is scored against MEDDICC or SPICED and against how it behaves.
3Prepared callThe forecast call brief is ready before the call starts.
4A second opinionThe coach challenges your forecast and suggests changes.

Why forecasts miss

Three reasons the forecast is wrong, and what Taskbase does about each

Forecasts usually fail before anyone enters a number: the data is incomplete, the score says little and the deal review happens somewhere else.

01
Incomplete data
There is no easier way to complete the CRM than Taskbase. It fills the data points after every call, and suggests the ones that need a person, such as close dates, stages and risk criteria.
02
Scores that say little
A score from stage and close date is easy, and weak. Taskbase scores against your qualification method and recognises a close date that keeps being pushed.
03
Forecast and deal review apart
Most tools forecast or review deals. Taskbase does both, so the number and the evidence behind it sit together.

Complete data

The data is complete because filling it is no work

One of the biggest issues with a forecast is missing data. After every call Taskbase updates the CRM, suggests a new close date or a stage change, and flags what the call does not support.

TaskbaseAGENT6:06 PM

CRM review · 19 October

Your CRM updates after today’s calls

I’ve refreshed the pain, priorities, tools and impact for Northwind Freight, Helio Logistics and Corvin Software. Amounts, dates, stages and ownership are unchanged.

Northwind Freight

Timing decision — replace the overdue 30 September close date with 30 October, conditional on legal clearance. Daniel expects signature within one to two weeks; the quote’s planned 1 November pilot start is separate.
Stage — keep Power Agreement. Budget is available, but legal and data-protection requirements remain unresolved.
Money — €8,900 ARR = 3 × €1,800 annual licences + 3 × €1,200 annual data package. The separate €4,100 pilot is not ARR.

Helio Logistics — Maria Keller

Stage — keep Meeting Booked for now: the workflows are validated, but this publisher falls outside the published software-product ICP. Is this an intentional exception?
Scope — six advisers confirmed; price and billing period remain unknown. Today’s call does not substantiate the existing €10,000 amount.

Corvin Software

Stage — keep Problem Agreement. Churn and adoption pressures are clear; priority, scope and urgency are not yet agreed.
Forecast flag — the 31 October close date and €20,000 amount are not supported by today’s conversation. Roughly 70 sellers is not an agreed seat purchase.

Taskbase’s CRM review in the team chat. Companies, people and amounts are fictional.

All the data points, even the ones that cannot be filled in automatically: Taskbase asks the rep, in the chat they already use.
Close dates, stages and risk criteria, with the reason for each suggestion.
Works with any CRM that has an API or an MCP.

Deal scores

A score that knows your methodology

The simple scores in HubSpot, Salesforce and other CRMs run on stage, close date and amount. The Taskbase score reads the calls against MEDDICC or SPICED and watches behaviour, such as a close date that is pushed again and again.

Deal score

Helio Logistics – Smart fleet

Power agreement · €84,600 · close 01.12.2026

A simple CRM scoreLooks healthy

Stage: Power agreement+30
Close date is in the future+20
Amount over €50,000+21

Taskbase scoreNot qualified per SPICED

S · Situation: strong+18
P · Problem: strong+16
I · Impact: partial, no baseline+8
CE · Compelling event: none dated+0
D · Decision: no buyer-confirmed process+0
Close date pushed 4 times in 6 weeks-12
No follow-up meeting booked-8
Rep and buyer activity+30

The same deal, scored two ways. Names and numbers are fictional.

Qualification per criterion, with the quote from the call.
Pushed close dates and missing follow-ups lower the score.
Already use a forecasting tool such as Clari? You can replace it, and build your own scoring in Taskbase.

For every rep

Deals prioritised, and the next question already chosen

Taskbase ranks each rep’s deals and approaches them proactively: this is what to do on this account, and this on the next. The morning briefing adds the qualification questions to ask, taken from your playbook’s method.

Slack· Taskbase

Taskbase07:45

Good morning, Anya.

09:30 Northwind Freight: ask who signs off, and when.
11:00 Helio Logistics has been quiet for 9 days. Follow-up drafted.

Today’s focus: end every call with a dated next step.

Open briefingReview draft

The morning briefing in Slack, 07:45. The person and companies are fictional.

A priority for every open deal, every morning.
Qualification questions that come from your playbook, not from a template.
The answers complete the CRM, and so the forecast.

The forecast call

Prepared before it starts

Before the call, Taskbase sets the commit against what the evidence supports, picks the deals to discuss first and writes the questions to ask.

Forecast call

Thursday, 10:00 · EMEA

Prepared at 07:30 from the CRM, 41 calls and your playbook.

Commit€120,000

Supported by evidence€70,000

Gap-€50,000

Deals to discuss first

Northwind rollout€30,000
No customer reply in 19 days. Close date pushed 3 times.
Ask: Who else has to sign, and by when?
Helio Logistics€20,000
Security review not started. No economic buyer met.
Ask: Has the buyer confirmed the decision process in writing?
Orbit Retail€70,000On track
Buyer confirmed, order form out.

A forecast call brief. Names, deals and numbers are fictional.

The gap between the commit and the evidence, in euros.
The deals to start with, with the reason.
Questions from the method, for each deal.

Forecast

Put in your forecast, and get a second opinion

Each leader enters their own numbers once a month and updates them as the forecast moves. Taskbase rolls them up and checks the commit against the deals, then suggests whether to keep it or change it.

Forecast

Leader inputs

Year 2026

Target—€100,000

Won—€20,000

Won + commit—€140,000

Ahead of target—+€40,000

My monthly input

Each leader changes only their own numbers. Save once a month, then update as the forecast changes.

Month

October

Target

Leave blank if unknown€100,000

Won

Closed new ARR€20,000

Commit

Expected to close€120,000

Upside

Not in commit€150,000

Main risk and next move

Our largest deal could fail the security review. Next move: book the customer’s security lead this week.

Save my forecastSaved for October

Checking the commit against deal evidence…

Coach challenge

Northwind rolloutNo customer reply in 19 days€30,000
Helio LogisticsSecurity review not started€20,000
Orbit RetailBuyer confirmed, order form out€70,000

The evidence supports €70,000 of your €120,000 commit.

Ask managers to update

Leader inputs and the coach’s challenge. Names and numbers are fictional.

Each leader changes only their own numbers.
The coach challenges the commit with deal evidence.
Managers are asked to update when the evidence moves.

Your CRM

Works with the CRM you already have

Any CRM with an API or an MCP: HubSpot, Salesforce, Pipedrive, Zoho CRM and Attio, among others. Taskbase reads it, completes it and writes the result back.