A forecast you can open.

The weighted value of open deals by stage, computed from the ledger and tied to it. Recorded business only; a planned deal is shown, never summed. No black box.

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Reminders

Projects

Recent

Renewals at risk

Board pack, October

Supplier terms review

Churn post mortem

Which accounts are at risk this month, and draft the outreach.

Worked for 41s · 6 steps · $0.12

Read9 accounts renewing

Read14 open tickets

Comparedusage against the last two quarters

Drafted7 messages, held 2 for a person

Nine accounts renew inside 30 days and three of them are the ones to worry about. Their ticket volume is up while usage is falling, which is the pattern that preceded every churn last quarter.

Salesforce

Zendesk2 sources, permission aware

Message Daciel

Reads deals from HubSpot, Salesforce or Pipedrive too.

One number, and where it came from

Library

Everything the work produced, with who owns it and who can read it.

AllDocumentsSheetsFrom runs

Renewal brief, Acme

Document · Priya · Deal team

Q3 pipeline review

Sheet · Marcus · Sales

Supplier terms summary

Document · Ana · Private

Churn post mortem

Document · Marcus · Everyone

Board pack, October

Deck · Priya · Leadership

Access review

Sheet · Tom · Admins

Turn the renewal brief into an email to the deal team

Renewal brief, Acme

Chat

One composer, on every surface.

Vendor reviews

Q3 onboarding

Support desk

Website rebuild

Everything the renewal touched: the thread it started in, the artifacts it produced, and who is allowed to see them.

148 artifacts

Keep

Acme renewal

Payroll migration

Hiring: sales

Said once, kept for good

Any answer becomes an artifact, with an owner and a permission.

Slack

Gmail

Outlook

Google Drive

Notion

Salesforce

HubSpot

Zendesk

Jira

GitHub

Linear

Stripe

Zoom

Asana

Airtable

Dropbox

Box

Confluence

Intercom

Google Calendar

Monday

ClickUp

Figma

DocuSign

Trello

Slack

Gmail

Outlook

Connected from day one

The systems you already run, readable in one place.

Runs this week

RunOutcome and traceWhat it producedCost

1Renewal outreachApprovedRead the nine accounts renewing this quarter in Salesforce, compared each one's usage against the last two quarters, drafted seven messages and held two back for a person. 41s, 6 steps, $0.12...7 draftsTotal$0.12Model$0.09Tools$0.03

2Invoice chaseHeldMatched fourteen overdue invoices in Stripe against the support thread for each account, then stopped before sending: two of them are in an open dispute and the policy says a person decides...14 invoicesTotal$0.08Model$0.06Tools$0.02

3Monday briefingApprovedPulled every run from the last seven days, grouped them by workspace, and wrote the briefing into the Library with the trace attached to each claim so any line can be opened...1 briefingTotal$0.21Model$0.17Tools$0.04

4Access reviewApprovedListed every connection holding a write scope, checked each against the role that owns it, and flagged three that now outlive the person who created them. Nothing was revoked without asking...3 flaggedTotal$0.05Model$0.04Tools$0.01

Runs

Every step, every tool call, every cost, and who approved it.

The forecast meeting that ties out

Most forecasts are a spreadsheet of what each rep believes, rebuilt every week. Here the number is the sum of open, recorded deals weighted by the probability on their stage, and the Deals table beneath it shows exactly which rows made it. Change a stage and the number moves. Ask why it moved and the evidence is on the deal.

Queued6+⋯

RUN-2085

Chase the 14 overdue invoices

RUN-2094

Summarise every ticket Acme opened

RUN-2092

Check which renewals slipped a quarter

RUN-2200

Rewrite the onboarding mail sequence

Planned10+⋯

RUN-2211

Renewal quote for Acme, send held

Salesforce

Priya approves

RUN-926

Renewal outreach, nine accounts

Salesforce

Gmail

RUN-2088

Weekly briefing into the Library

Slack

RUN-924

Reconcile Stripe against the tickets

Stripe

RUN-1882

Tag the inbox by account

Outlook

Running3+⋯

RUN-1487

Pull usage for the at-risk accounts

4 steps

RUN-1028

Answer the RFP security section

Confluence

RUN-2187

Flag connections holding write scope

Waiting on Priya6 steps

Done48+⋯

RUN-2074

Monday briefing, written and filed

Library$0.21

RUN-1912

Churn post mortem for Q3

$0.14

RUN-1951

Board pack pulled together

$0.31

RUN-1960

Access review, three flagged

Approved$0.05

RUN-1991

Supplier terms summarised

Thread in #renewals

Marcus Hale9:12 AM

Acme wants a renewal quote. Their contract is up in three weeks.

Ana Duarte9:12 AM

Ticket volume has climbed every month this quarter. Read that before we price it.

Marcus Hale9:13 AM

So someone pulls usage, open tickets and the last two invoices. Three systems.

Priya Raman9:14 AM

And most of an afternoon. Hand it over and hold the send until one of us reads it.

Marcus Hale9:14 AM

@Daciel draft the Acme renewal from usage and tickets, hold the send

Two things it does on day one

Weights the pipeline

Each stage carries a probability you set. Open deals are weighted by it and summed per currency; a deal with no probability is shown beside the total, not hidden in it.

Get started

Conversations

7 open · 4 answered without a person

Acme CoWhere is invoice 4417?Agent

NorthwindRefund for the duplicate seatAgent

StarlightCan we move the renewal date?Held

MeridianAPI keys stopped workingWaiting

BrightlineInvoice address is wrongAgent

KestrelDo you support SSO?Agent

HalcyonExport stopped at 10k rowsWaiting

Keeps planned out

A founder's intended deals are real to plan with and wrong to forecast from. They are drawn on the board and excluded from the total, by rule.

See the pipeline

Renewals

9 inside 30 days · 7 drafted, 2 held

Brightline$14kDrafted

Kestrel$9kSent

Halcyon$6kHeld

What is sales forecast software?

Sales forecast software estimates what a pipeline will close in a period. The search is held by Clari, Salesforce and HubSpot forecasting, and by guides to spreadsheet methods. Clari-class tools sit on top of a CRM and apply a model to deal history; CRM forecasting sums stage probabilities the reps have set; spreadsheets do the same by hand.

How the forecast is built

Set a probability per stage

Qualified 20%, proposal 50%, verbal 80%, or whatever your history says. Rename the stages freely; the rule reads the stored value.

Deals move on evidence

The agent proposes a stage change when a meeting is held, a proposal is sent or a signature comes back; a rule or a rep applies it.

Recorded is separated from planned

Every deal is either recorded or planned. The forecast sums recorded, open deals; planned is drawn and excluded.

One rule, two screens

The overview figure and the Deals table total are computed by the same function, so they always tie.

Open the number

Click the total and the rows behind it are the table. Filter by stage, owner or close date.

Sales forecasting tools, compared

Model-based tools on top of a CRM, CRM forecasting, and Daciel's ledger-tied weighting, compared on what the number is made of and what it costs.

	Best for	Channels	How a person stays in control	Published pricing
Clari	Revenue teams of a size to have a RevOps function, forecasting on top of Salesforce	Reads the CRM, mailboxes and calendars; does not act on them	Not applicable; it reports, it does not send or move records	Not published; sales-led
Salesforce Sales Cloud	Larger teams with an admin to configure stages, forecasts and permissions	Email and calling through add-ons; Agentforce agents sold separately	Approval processes configurable by an admin	Per user per month by edition, published; agents billed per conversation
HubSpot Sales Hub	Teams that want a conventional CRM with AI features layered on	Email and calling inside HubSpot	Workflows and sequences; reps send	Free CRM, then per seat by hub tier; published on their site
Dacielthis site	Teams that want leads found, qualified and followed up by email and phone from one pipeline, with a person signing every send	Email from the rep's own mailbox, phone from a number Daciel holds, records in its own ledgers or your CRM	Every sequence approved by a named person or a rule they signed; hard stops on do-not-contact	Contact Daciel for business plan availability and pricing.

Competitor pricing as published on each vendor's site, read 2026-08-19. Where a vendor publishes nothing, the row says so.

Your stages, your probabilities

See pricing

Daciel

ElevenLabs

Answers in a voice you would not know from a person.

Daciel

Twilio

A direct line of its own, answering from the first ring.

Daciel

Cloudflare

Domains provisioned and shielded at the edge before they are asked for.

Daciel

Anthropic

Frontier reasoning on the work, with the trace kept for every line.

Daciel

ElevenLabs

Answers in a voice you would not know from a person.

Daciel

Twilio

A direct line of its own, answering from the first ring.

Daciel

Cloudflare

Domains provisioned and shielded at the edge before they are asked for.

Daciel

Anthropic

Frontier reasoning on the work, with the trace kept for every line.

Daciel

ElevenLabs

Answers in a voice you would not know from a person.

Daciel

Twilio

A direct line of its own, answering from the first ring.

Daciel

Cloudflare

Domains provisioned and shielded at the edge before they are asked for.

Daciel

Anthropic

Frontier reasoning on the work, with the trace kept for every line.

Connects to

Recorded onlyPlanned deals are drawn on the board and excluded from the total

Stage changes carry evidenceA held meeting, a sent proposal or a signature attached to the move

Same rule everywhereThe overview and the Deals ledger compute the total from one rule, so they always tie

Safe to forecast from. Every figure on the board is the sum of rows you can open, and a stage change carries the evidence that moved it.

How permissions work

Questions people ask before buying

Is it an AI forecast?

No. It is the weighted sum of open, recorded deals by the probability you set per stage. The AI's part is keeping the deals current and attaching the evidence for each stage.

Why exclude planned deals?

Because a founder's intended deals are useful to plan with and wrong to forecast from. Mixing them inflates a number people act on. They are shown, not summed.

Can the forecast read our existing CRM?

Yes. Connect HubSpot, Salesforce or Pipedrive and the deals are read into the ledger with their stages; the same weighting applies.

What if a deal has no probability?

It is counted as open and listed beside the weighted total rather than silently treated as zero, so the forecast is never quietly too small.

What does it cost?

Contact Daciel for business plan availability and pricing.

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