Sales
Start the forecast call with interventions, not guesswork.
A manager-ready pipeline briefing lands in Slack before your forecast call every morning. Each deal is scored on activity gaps, sentiment shifts, and timeline slippage, with at-risk opportunities flagged and intervention steps recommended. ZeroTwo compiles it from Salesforce logs and Gong calls.
What changes
Pipeline review prep time
Hours of manual cross-referencing each week
Review a ready-made briefing in minutes
At-risk deal detection
Noticed after the quarter ends
Flagged when warning signs first appear
Deal visibility across team
Locked in individual rep knowledge
Shared daily in Slack with full context
Data freshness
Last updated "sometime last week"
Refreshed each morning before standup
Your forecast call is a guessing game.
It's Monday at 8:30 AM. The VP of Sales opens the forecast call. 'Where are we on the Q3 number?' Silence. Then someone shares a Salesforce report that was last updated on Thursday. Half the close dates are wrong. Two deals that were marked 'Commit' haven't had a call logged in three weeks. Nobody knows if that's a problem or if it's just the rep being the rep.
You spend the meeting squinting at stale data, trying to reconstruct reality from memory. The real forecast lives in a spreadsheet that one RevOps person maintains by manually cross-referencing Salesforce, Gong, and Slack. It eats most of her week. When she's on vacation, the forecast doesn't happen.
How ZeroTwo delivers your pipeline briefing
Reads every open opportunity and recent activity log
SalesforceFull pipeline snapshot captured: stage, amount, close date, last touch, and owner for every deal
Scans recent calls for sentiment shifts and engagement drops
GongZeroTwo flagged rising objection patterns in two accounts and a key stakeholder who went silent mid-cycle
Scores each deal on risk signals and ranks by urgency
GoogleZeroTwo weighted activity gaps, sentiment drops, slipped dates, and missing decision-makers to surface the three deals that need action today
Builds the forecast-ready briefing with confidence ranges
GoogleZeroTwo produced a pipeline summary with deal-by-deal risk levels and a forecast band for the quarter
Delivers the morning briefing to sales leadership
SlackZeroTwo posted the briefing with per-deal links and recommended interventions before standup
Get started in under 10 minutes
Connect your tools
One-click OAuth for each integration. No API keys, no engineering.
Describe what you need
“Every morning, scan my pipeline for deals that have stalled, regressed, or gone quiet for more than 5 days. Flag missing next steps and single-threaded opportunities, then send the brief to #sales-leadership.”
It runs on schedule
Delivered every morning before your forecast call.
Frequently asked questions
Risk scoring weighs multiple factors: days since last call or email, sentiment trends across recent conversations, close date changes, missing decision-makers in recent calls, and stage duration vs. historical averages. Each factor is weighted and the combined score determines the alert level.
Yes. You can configure separate briefings for enterprise vs. mid-market, by region, by rep, or by pipeline stage. Each briefing pulls the same data but filters and formats it for the relevant audience.
No. Tools like Clari and BoostUp focus on rollup forecasting and pipeline analytics. ZeroTwo adds a different layer: it reads Gong transcripts, detects sentiment shifts, and catches qualitative risks those tools miss. Most teams use both. The forecasting tool for the number, ZeroTwo for the narrative behind the number.
By default, ZeroTwo analyzes all activity from the past 90 days per opportunity. It uses full deal history for stage duration analysis and trend detection. You can adjust the lookback window per workflow.
Related workflows
- SalesPost-Call Deal Package
- SalesWin/Loss Analysis
- FinanceRevenue Variance Analysis
Stop doing the work your tools should do for you.
Set it up once. ZeroTwo runs it every time.