Sales Forecasting AI Agent

{
  "agent_id": "clickup_sales_forecasting",
  "name": "Sales Forecasting AI Agent",
  "url": "https://clickup.com/brain/agents/templates/listings/sales-forecasting",
  "logo": "https://agentery.com/logos/CP-BY2ZKT-256.png",
  "niche": "pipeline-forecasting",
  "category": "sales-marketing-revops",
  "short_summary": "Generates revenue forecasts by analyzing pipeline data, historical close rates, and deal stage velocity, updating automatically as deals progress",
  "task_performed": "Generates revenue forecasts by analyzing pipeline data, historical close rates, and deal stage velocity, updating automatically as deals progress",
  "inputs_accepted": [
    "Pipeline data",
    "historical close rates/closed deal data",
    "deal stage/progression signals"
  ],
  "outputs_produced": [
    "Revenue forecasts",
    "weekly forecast updates with variance analysis",
    "risk-adjusted projections",
    "and alerts when projections fall below target"
  ],
  "integrations_available": [
    "ClickUp"
  ],
  "protocols_or_interfaces": [],
  "industry_fit": [
    "sales"
  ],
  "autonomy_level": "workflow automation",
  "human_approval_needed": "sometimes required",
  "pricing_model": "enterprise/contact sales",
  "price": {
    "observed": true,
    "billing": "freemium",
    "currency": "USD",
    "lowest_monthly_usd": 9,
    "monthly_usd": 9,
    "headline": "Free tier, then from $9/mo",
    "summary": "Free tier, then from $9/mo. ClickUp offers a permanent free plan, paid workspace plans from $10 per user monthly or $7 per user monthly when billed yearly, Brain AI at $9 per user monthly, and custom-priced Enterprise access.",
    "confidence": "high",
    "source_url": "https://clickup.com/pricing",
    "checked_at": "2026-09-02T04:24:16.959Z",
    "amount": 9,
    "display": "From $9/mo",
    "plans": [
      {
        "name": "Free Forever",
        "price": "Free per user/month, billed monthly",
        "period": "month",
        "persona": "free",
        "highlights": [
          "60MB storage",
          "Unlimited tasks",
          "Unlimited free plan members",
          "Collaborative Docs",
          "Kanban Boards"
        ],
        "price_annual": "Free per user/month, billed yearly"
      },
      {
        "name": "Unlimited",
        "price": "$10 per user/month, billed monthly",
        "period": "month",
        "persona": "pro",
        "highlights": [
          "Unlimited Spaces, Folders, and Forms",
          "Unlimited storage",
          "Unlimited integrations",
          "Native time tracking",
          "Goals and portfolio management"
        ],
        "price_annual": "$7 per user/month, billed yearly"
      },
      {
        "name": "Business",
        "price": "$19 per user/month, billed monthly",
        "period": "month",
        "persona": "team_sme",
        "highlights": [
          "Unlimited dashboards with advanced cards",
          "Unlimited activity and timeline views",
          "Webhooks and automation integrations",
          "Google SSO",
          "Unlimited proofing"
        ],
        "price_annual": "$12 per user/month, billed yearly"
      },
      {
        "name": "Enterprise",
        "price": "Contact sales",
        "period": null,
        "persona": "enterprise",
        "highlights": [
          "Enterprise permissions and governance",
          "SAML SSO and SCIM provisioning",
          "Audit log",
          "Enterprise API",
          "Customer success manager"
        ],
        "price_annual": null
      },
      {
        "name": "Brain AI",
        "price": "$9 per user/month",
        "period": "month",
        "persona": "individual",
        "highlights": [
          "Unlimited Brain Assistant",
          "Unlimited @Brain Agent",
          "Unlimited AI chat",
          "Claude, ChatGPT, and Gemini"
        ],
        "price_annual": null
      }
    ],
    "source": "render+llm"
  },
  "trust_or_rating_signal": [
    "SOC 2 CERTIFIED",
    "ISO 27001 CERTIFIED",
    "GDPR COMPLIANT",
    "HIPAA COMPLIANT",
    "Customers page",
    "Reviews page"
  ],
  "evidence_quality": "medium",
  "entity_type": "agent",
  "regulated_data_suitability": "possibly suitable (HIPAA stated, SOC2 stated, GDPR stated, ISO 27001 stated)",
  "evidence_urls": [
    "https://clickup.com/brain/agents/templates/listings/sales-forecasting"
  ],
  "last_checked": "2026-06-16",
  "how_to_connect": {
    "website": "https://clickup.com/brain/agents/templates/listings/sales-forecasting",
    "docs": "https://clickup.com/docs",
    "mcp": null,
    "a2a": null,
    "api": {
      "docs_url": "https://clickup.com/api",
      "endpoint": null
    },
    "protocols": []
  },
  "liveness": {
    "probed": true,
    "alive": true,
    "endpoint_kind": "site",
    "latency_ms": 1149,
    "uptime_7d": 1,
    "checked_at": "2026-09-02T02:32:43.539Z",
    "consecutive_failures": 0,
    "status": "alive"
  },
  "price_extras": {
    "free_tier": null,
    "unit_cost": null
  },
  "reported_success": null,
  "feedback": "If you use this listing, call report_outcome afterwards — it sharpens rankings for everyone including you."
}