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OctoberNew: 2027 quota planning

Know where the quarter lands in week one

Cadence rescores every open deal in your CRM every 15 minutes from email, meetings and calls, then rolls the scores into a forecast. Median error across our customers: 3.8% of the closed number.

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  • Live in 40 minutes
  • SOC 2 Type II
  • 14-day pilot, no card

Forecasting on Cadence: 342 B2B sales teams across North America

Why forecasts miss by 10 to 15 percent

Most sales teams build the forecast from probabilities reps assign by hand. Those calls arrive late and lean optimistic.

41%

Commit deals slip

Of deals reps mark as Commit in week one of a quarter slip to the next quarter or never close. The probability is set by the person with the most reason to be optimistic.

9 days

Stages get updated after the fact

Median lag between a buyer’s decision and the matching stage change in the CRM. By the time a deal moves to Negotiation, the buying committee has usually decided.

40 of 4,700

No one reads every thread

A 12-rep team exchanges about 4,700 customer emails a month. A manager gets through roughly 40. The early signs that a deal has cooled sit in the rest.

From connection to forecast in four steps

One authorization screen per source. Reps have nothing new to fill in.

  1. Step 1

    Connect your CRM, email and calendar

    Read-only OAuth, nothing installed on anyone’s machine. Cadence backfills 18 months of closed deals, and first scores land in about 40 minutes.

  2. Step 2

    Every deal gets a score from 0 to 100

    The model weighs 60 signals: reply speed, buyer-side headcount on the thread, stage velocity against your own won deals, discount depth. Each score comes with the three reasons it moved.

  3. Step 3

    Risk surfaces the day it appears

    When a score drops more than 15 points in a week, the rep and their manager get a Slack or email alert that same afternoon.

  4. Step 4

    Scores roll up into a forecast with a range

    The quarter forecast is built from every deal score: the most likely number plus a low and high bound. You walk into the board meeting with the number and the deals behind it.

What a sales leader sees

Cadence runs on top of your CRM. Reps keep working deals where they always have, and scores, signals and the forecast show up alongside.

Every score breaks down into reasons

Open any deal to see which signals raised or lowered its score, and by how many points.

Flags a deal when the replies stop

Reply speed is the single strongest predictor that a close date will slip.

A pipeline cleanup list every Monday

Sorted by how much each issue distorts the forecast.

The forecast by region, rep and segment

Every view has a permalink and exports to CSV or Google Sheets.

We publish our own error rate every quarter

The forecast locks on the first Monday of the quarter and never changes. At close we compare it to the actual number across all 342 customers.

±3.8% median forecast error over six quarters
best quarter
1.4%
worst quarter
6.2%
pipeline scored daily
$1.9B
earlier risk detection than the rep
11 days

Works with the stack you already run

Twelve read-only native integrations, plus a REST API and warehouse export for everything else. Each one takes a single authorization screen.

  • SalesforceCRM
  • HubSpotCRM
  • PipedriveCRM
  • Dynamics 365CRM
  • GongCalls
  • OutreachSequences
Cadence rescoring every 15 min
  • GmailEmail
  • OutlookEmail
  • Google CalendarCalendar
  • ZoomMeetings
  • SlackAlerts
  • SnowflakeWarehouse

What your security team will ask

Every integration is read-only, and your data never trains models used by other customers.

SOC 2 Type II

Audited annually since 2023. The report is available under NDA.

US or EU data residency

Choose the region when the workspace is created. Data and backups stay there.

AES-256 and TLS 1.3

Encrypted at rest and in transit. Per-workspace keys, rotated every 90 days.

SSO and SAML on every plan

Sign in with Okta, Google Workspace or Microsoft Entra ID. SCIM removes access the day someone leaves.

Read-only by default

CRM write access is off. An admin can enable it for specific fields.

GDPR and CCPA

Our DPA and sub-processor list are public. Data is deleted within 30 days of cancellation.

Customer stories

“Before Cadence we missed the forecast by 11 points and found out in the last weeks of the quarter. In the first week it showed us that four Commit deals from our strongest rep had gone three weeks without a reply. We worked them that same week.

Within two quarters the miss was down to two points. I no longer keep a separate spreadsheet for the board deck; the Cadence forecast goes in as is.”

Nina AlvaradoVP of Sales, Halvorsen Freight62 reps in Boston, Chicago and Dallas · customer since Q1 2025
11 → 2 pts
forecast error in two quarters
$1.4M
pipeline saved after risk alerts in Q2
6 hrs
of manager reporting time saved weekly

We plan hiring and inventory against the Cadence forecast. In twelve months we have not had to make an unplanned budget cut because sales came in short.

Mark WhitakerCFO, Meridian Steel

Setup took one afternoon. Most of it was getting IT to approve the OAuth scopes; the Salesforce connection itself was live in 40 minutes.

Priya RamanDirector of Revenue Operations, Tolliver Group

Priced per rep seat

Monthly Annual −20%

You pay for quota-carrying reps only. Managers, finance and analysts get free seats. Month to month, and you can export your workspace at any time.

Team

For a single sales team of up to 25 reps.

$ 49 per seat
per month

billed monthly

  • Close score on every open deal
  • CRM, email and calendar integrations
  • Risk alerts in Slack and email
  • SSO and SAML
  • 12 months of history
Start a pilot
Most teams pick this

Growth

For multi-team orgs where the number goes to a board and someone has to defend it.

$ 89 per seat
per month

billed monthly

  • Everything in Team
  • Forecast by rep, region and segment
  • Scenario planning and quota modeling
  • REST API and Snowflake export
  • Unlimited history, named CSM
Book a demo

Enterprise

For companies with their own security and procurement requirements.

Custom

250 seats and up

  • Everything in Growth
  • A model trained on your deal history
  • Dedicated deployment
  • SCIM and audit log export
  • 99.9% uptime SLA, security review support
Talk to sales

14-day pilot on any plan, no credit card required.

Questions we hear on every first call

If yours is not here, bring it to the demo and we will answer it using your own deals.

How long does setup take?

Connecting your CRM, email and calendar takes about 40 minutes. The model then spends two to three days calibrating on 18 months of your closed deals. You get your first quarter forecast by the end of week one.

Which CRMs do you support?

Salesforce, HubSpot, Pipedrive and Dynamics 365 have native integrations. Anything else connects through the REST API: your team sends deals, stages and contacts, which usually takes two to three days of engineering time.

What exactly do you read from our email?

Only threads linked to an opportunity: participants, direction, timestamps and reply speed. Message bodies are processed in memory to detect intent and are never stored. Internal-only threads are excluded entirely.

Do reps have to enter anything new?

No. Reps keep working in the CRM, and Cadence alerts them when one of their deals changes score. Median rep time in Cadence is four minutes a week.

Does Cadence use our CRM’s built-in forecast?

Yes, it is shown alongside for reference. The CRM forecast multiplies deal value by a stage probability; Cadence adds buyer behavior on top: who is replying, how fast and how many people are involved.

What happens to our data if we cancel?

You can export the full workspace as CSV at any time, including score history. After cancellation we delete everything within 30 days and send written confirmation.

See your own deals scored in 20 minutes

On the call we connect a sandbox copy of your CRM and score 50 open deals. You keep the report either way.

  1. 0–5 minConnect a sandbox copy of your CRM
  2. 5–15 minWalk through scores on 50 of your deals
  3. 15–20 minReview the quarter forecast and your questions

No payment and no credit card. This is a demo: the form works, but Cadence doesn’t exist.

STRYLA