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",
    "source_kind": "vendor",
    "currency": "USD",
    "lowest_monthly_usd": 9,
    "monthly_usd": 9,
    "headline": "Free plan; paid from $9/mo ($9 per user/month × 1); $7/mo equivalent billed annually",
    "commercial": {
      "entry_offer": {
        "line": "Brain AI",
        "monthly_native": 9,
        "monthly_usd": 9,
        "commitment": "monthly",
        "basis": "$9 per user/month × 1",
        "billing_verified": true
      },
      "annual_option": {
        "line": "Unlimited (annual billing)",
        "monthly_equivalent_native": 7,
        "total_native": 84
      },
      "currency": "USD",
      "lines": [
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          "name": "Free Forever",
          "price": "Free",
          "kind": "free",
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        {
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          "kind": "base_subscription",
          "unit": "user",
          "billed": "monthly"
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        {
          "name": "Unlimited (annual billing)",
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          "kind": "base_subscription",
          "unit": "user",
          "billed": "annually"
        },
        {
          "name": "Business",
          "price": "$19 per user/month, billed monthly",
          "kind": "base_subscription",
          "unit": "user",
          "billed": "monthly"
        },
        {
          "name": "Business (annual billing)",
          "price": "$12 per user/month, billed yearly",
          "kind": "base_subscription",
          "unit": "user",
          "billed": "annually"
        },
        {
          "name": "Enterprise",
          "price": "Contact sales",
          "kind": "custom"
        },
        {
          "name": "AI Free Forever",
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          "kind": "unknown"
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        {
          "name": "Brain AI",
          "price": "$9 per user/month",
          "kind": "base_subscription",
          "unit": "user",
          "billed": "monthly"
        },
        {
          "name": "Sales Forecasting Agent",
          "price": "Custom / Enterprise Pricing",
          "kind": "custom"
        }
      ]
    },
    "summary": "Free plan; paid from $9/mo ($9 per user/month × 1); $7/mo equivalent billed annually. ClickUp publicly lists a free tier, paid plans from $10 per user/month when billed monthly, and separate custom pricing for the Sales Forecasting Agent and Enterprise.",
    "confidence": "high",
    "source_url": "https://clickup.com/pricing",
    "checked_at": "2026-10-28T01:29:56.693Z",
    "amount": 9,
    "display": "From $9/mo",
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        "highlights": [
          "60MB storage",
          "Unlimited tasks",
          "Unlimited free plan members",
          "Collaborative Docs",
          "Kanban Boards"
        ],
        "promo_note": null,
        "price_promo": null,
        "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 Gantt Charts",
          "Unlimited integrations",
          "Unlimited storage",
          "Native time tracking"
        ],
        "promo_note": null,
        "price_promo": null,
        "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 message history",
          "Webhooks and automation integrations",
          "5K automations per month",
          "Google SSO"
        ],
        "promo_note": null,
        "price_promo": null,
        "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",
          "Live onboarding training"
        ],
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        "price_promo": null,
        "price_annual": null
      },
      {
        "name": "AI Free Forever",
        "price": "Free per user/month",
        "period": "month",
        "persona": "free",
        "highlights": [
          "Trial access to advanced AI features",
          "Upgrade at any time"
        ],
        "promo_note": null,
        "price_promo": null,
        "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"
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        "promo_note": null,
        "price_promo": null,
        "price_annual": null
      },
      {
        "name": "Sales Forecasting Agent",
        "price": "Custom / Enterprise Pricing",
        "period": null,
        "persona": "enterprise",
        "highlights": [
          "Analyzes pipeline data and historical close rates",
          "Generates automatically updating revenue forecasts",
          "Custom or enterprise pricing"
        ],
        "promo_note": null,
        "price_promo": null,
        "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": "2026-10-28",
  "profile_checked": "2026-06-16",
  "price_checked": "2026-10-28",
  "how_to_connect": {
    "website": "https://clickup.com/brain/agents/templates/listings/sales-forecasting",
    "docs": "https://clickup.com/docs",
    "mcp": null,
    "a2a": null,
    "api": {
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      "endpoint": null
    },
    "protocols": [],
    "install": null,
    "repository": null
  },
  "deployment": {
    "model": "unknown",
    "both_offered": false,
    "hosted_endpoint": null,
    "install": null,
    "note": "No deployment evidence held — Agentery has no endpoint, install instruction or directory attribute for this listing.",
    "evidence": null
  },
  "licence": {
    "name": null,
    "note": "No named licence found in the retained page text or source attributes. A public repository alone does not establish an open-source licence.",
    "evidence": null
  },
  "evidence_checks": {
    "price": {
      "source_url": "https://clickup.com/pricing",
      "last_observed_day": "2026-10-28",
      "age_days": 0,
      "verified_day": null,
      "note": "from the listing's current price record; no separate page-text verification is held"
    },
    "agent_card": {
      "status": "unknown",
      "note": "no Agent Card URL recorded for this listing"
    },
    "endpoint": {
      "status": "unknown",
      "note": "endpoint not yet checked"
    }
  },
  "product_group": null,
  "liveness": {
    "probed": true,
    "alive": true,
    "endpoint_kind": "site",
    "latency_ms": 354,
    "uptime_7d": 1,
    "checked_at": "2026-10-28T02:34:04.743Z",
    "consecutive_failures": 0,
    "status": "alive"
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  "price_extras": {
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    "unit_cost": null
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  "reported_success": null,
  "feedback": "If you actually use this provider, call report_outcome with the result. Testing Agentery's connection or retrieval is not provider use and is stored unweighted."
}