1. Open the Forecast Delta tab to review forecasted deal outcomes
Use the Forecast Delta tab to review deals by month, quarter, or year.
The purpose of this view is to help you understand what is actually likely to close.
It gives you a more detailed look at forecast accuracy across your pipeline.
2. Review the top-level Delta metrics
At the top of the tab, you’ll see:
The Delta
The Average Gap
The number of deals within that gap
These metrics give you a quick summary of how far apart the forecasts are overall.
3. Sort and inspect deals by forecast divergence
Deals are ranked by divergence between the Rep forecast and the Ricavi forecast.
Open any deal to see the gap in more detail.
This helps you quickly identify which deals need attention first.
4. Compare the Rep forecast against the Ricavi forecast
For each deal, you can see:
What the Rep believes the close probability is
What Ricavi predicts instead
Example:
Rep says the deal has a 90% chance to close
Recavi says it has a 5% chance
This comparison highlights major forecast disagreements.
5. Review the summary and reasoning behind the gap
If the Rep has overridden the forecast, you’ll see the Rep’s reason.
You’ll also see the Ricavi AI summary, which is based on the context available to the system.
This summary is meant to guide you on why the deal is scored the way it is.
6. Understand the forecast delta and deal risk
The system breaks down the difference between the Rep forecast and the Ricavi forecast.
Example:
Rep: 90% chance of close
Ricavi: 5% chance of close
Gap: 85%
A large gap indicates the deal is at risk and may need follow-up or re-evaluation.
7. Let Recavi improve as outcomes are recorded
Ricavi learns from your actual deal outcomes over time.
As deals close won or close lost, the scoring model becomes more accurate.
The system gets smarter specifically for your account by learning what patterns lead to wins versus losses.
8. Use chat to ask questions and move deals forward
At any time, you can use the chat drawer to ask questions about specific deals.
Use it to get help understanding deal context or next steps.
The goal is to help you move deals toward closed won.