Forecast risk outside Salesforce
Find forecast risk before the CRM moves.
Connect the opportunity to support, product usage, billing, conversations, and delivery so the forecast call starts with the deals whose evidence no longer supports their CRM category.
Start read-only. Keep your existing systems. Trace every answer to its source.
Ask the business question
Which Commit deals carry risk outside Salesforce?
SixDegree returns the exposed deals, their owners and value, the records behind the risk, when each was observed, and why it affects the forecast.
- Source record
- Inspect the record that supports each risk signal.
- Observed time
- See when the source reported it and what changed.
- Revenue connection
- Follow why that record affects this account, opportunity, renewal, or ARR.
The CRM is one signal, not the whole account.
Each system keeps owning what it knows. SixDegree connects the signal to the account, renewal, opportunity, ARR, and owner it can change.
- Salesforce
- Opportunity remains Commit
- Forecast still includes full value
- Zendesk
- P1 open for 11 days
- Renewal and expansion risk
- Mixpanel
- Usage declining
- Adoption no longer supports the deal
- Gong
- Champion departed
- Relationship coverage changed
- Jira
- Required capability slipped
- Close plan dependency is late
From source change to revenue action.
01
Connect the forecast
Read opportunities, categories, owners, amounts, and close dates from Salesforce.
02
Resolve the account around it
Connect the same customer to tickets, usage, invoices, conversations, people, and engineering work.
03
Review the exceptions
Open the forecast call on the deals where outside evidence disagrees with Commit or best case.
Questions revenue teams ask
- What signals can change a Salesforce forecast?
- Product usage, unresolved support issues, invoice changes, champion movement, conversation gaps, and delivery dependencies can change the likelihood or value of a deal before its opportunity record moves.
- Does SixDegree replace Salesforce forecasting?
- No. Salesforce remains the CRM and forecast system. SixDegree connects the evidence around each opportunity so the team can challenge or confirm its category.
- Can the first deployment be read-only?
- Yes. Start by reading the systems behind one forecast question. Writes are optional, scoped, and can require approval.
Bring one revenue question your CRM cannot answer.
We’ll map the systems behind it and use a read-only working session to show what becomes visible when the account and its signals are connected.
Book a working session