Pipeline Health & Deal Risk

What is going to happen, and what needs to change to hit the number?

Get a clear view of your forecast - what's committed, what needs attention, and what to do before you call the number.

Trusted by sales leaders at NVIDIA, OpenAI, Red Hat, HPE, Zscaler, and Rubrik - and 100,000+ sellers daily.

No account manager has ever freely given up a customer. They’re like, ‘No, no, no. I’m in touch with them.’ Backstory let us make unemotional, data-driven decisions around account segmentation.
Tom Bluck
Sr. Product Owner, AVEVA Sales Platforms
OpenAI
Zscaler
Elastic
AMD
For a company our size, if you multiply those time savings by every rep, manager, and leader globally, Backstory basically pays for itself.
Reagan Lucas
Sales Process Coach
Dataiku
The power of Backstory’s SalesAI is transparency. It easily uncovers all of the interactions that are happening across the team, and puts them right at my fingertips. It helps us to drive alignment across our entire organization.
Francesco Lanzoni
VP of Global Operations
Cyberark
Braze
Red Hat
In high-performing sales teams, clarity is everything - visibility into activity, pipeline and execution is what fuels better decisions, faster course of correction, and more predictable outcomes.
Andrew Brown
Senior Vice President and Chief Revenue Officer

This new forecasting solution gives us a crystal-clear view of our pipeline and puts actionable insights directly in the hands of every seller and manager — changing the game for how we plan and execute

Greg Milosovic
Greg Milosovic
Senior Director, Product Management
AI Integrations

Get straight answers. Act on them.

The questions revenue leaders ask don't wait for a weekly report. Neither should the answers.

  • "Is this deal actually committed?" See if the engagement matches the call.
  • "Which deals close this quarter?" Know based on stakeholder coverage and buying signals.
  • "Where do I focus my team?" Prioritize based on what's actually happening in each deal.
Why it matters

From uncertainty to confident action - before it's too late to change the outcome.

See risk before it becomes 
a miss.

By the time a rep flags a problem deal, the window to fix it is already closing.

  • Know which deals have real gaps: missing executive sponsor, no business case, a competitor that just showed up
  • See which deals are actually qualified - based on what's happening in emails, meetings, and calls.
  • Drill into any deal. See engagement history, what's missing, and what to do next.
Why it matters

When you see the problem early, you still have time to fix it.

AI Integrations
AI Integrations

Know what moved. Own the call.

Your forecast dropped $3M. You need to know why in the next five minutes, not by Friday.

  • See exactly what changed: what slipped, what closed-lost, what decreased in value - broken down automatically
  • See which deals drove each movement, who owns them, and what shifted in the last 30 days.
  • Walk into the board meeting with facts, not a narrative
Why it matters

Know the answer before anyone asks the question.

The questions revenue leaders ask don't wait for a weekly report. Neither should the answers.

By the time a rep flags a problem deal, the window to fix it is already closing.

  • "Is this deal actually committed?" See if the engagement matches the call.
  • "Which deals close this quarter?" Know based on stakeholder coverage and buying signals.
  • "Where do I focus my team?" Prioritize based on what's actually happening in each deal.
Why it matters

From uncertainty to confident action - before it's too late to change the outcome.

AI Integrations

Get the full Backstory on your pipeline. Take the tour.

Questions & Answers

How does Backstory catch deal risk that other forecasting tools miss?

Legacy forecasting tools predict risk based on CRM data - which is whatever reps remembered to log. Backstory surfaces risk based on what's actually happening: engagement dropping, a champion going dark, a competitor showing up in conversation. The difference is the data underneath the signal.

How does Backstory know which deals are at risk before they slip?

Backstory captures every email, meeting, call, and chat automatically and matches it to the right opportunity. Risk surfaces when:

  • Engagement drops or a key stakeholder goes dark
  • A deal is single-threaded with no executive involvement
  • A competitor shows up in conversation
  • The economic buyer has low buying power or low win rates
  • Activity patterns diverge from deals that historically close in your business

You see the problem while there's still time to fix it - not after the deal dies.

What pipeline questions can Backstory answer?
  • Which deals are at risk of slipping?
  • Which deals have stalled and why?
  • What changed in this deal since last week?
  • Is my commit defensible?
  • Which commits are backed by actual activity?
Does Backstory replace forecast review meetings?

It changes them. Instead of spending the first 40 minutes of a forecast call figuring out what happened, you walk in knowing which deals moved, why the number changed, and what needs attention. The meeting becomes a decision about what to do, not a discovery exercise.

Where does the risk data come from? Is it based on CRM entries?

Backstory captures activity directly from email, calendar, calls, and chat - not from what reps entered in the CRM. The risk flags reflect what's actually happening in deals, not what someone remembered to log.

Can I see deal risk across my full pipeline at once?

Yes. Backstory surfaces your top risk categories ranked by revenue impact - engagement gaps, missing stakeholders, stalled progression - so you see where to focus across the full pipeline in one view, not deal by deal.

What if a deal looks fine in the CRM but has problems underneath?

That's exactly what Backstory is built to catch. When rep-reported status and actual engagement data diverge, Backstory surfaces it. A deal marked commit with no buyer engagement in 21 days shows up as a problem before it becomes a surprise.

Does Backstory capture partner and co-sell activity?

Yes. Backstory captures activity across your full revenue motion - including partner and co-sell engagements - and matches it to the right accounts and opportunities. You can see how partners are influencing deals: which contacts they're engaged with, where they're adding momentum, and where gaps exist. You get the complete picture of every deal, not just what your direct team touched.

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Not sure if your forecasting process is broken?

Pressure test your forecast process against Susan’s five red flags.