Getting brokers out of their inboxes

Before

Revenue forecasts arrived as 30 separate emailed submissions. Someone in finance would paste them into a deck, and by the time leadership saw the number it was already old. It was also off by about 10%, which in a commission business makes planning hard.

What I built

A forecasting system that sits on top of the company ERP. Deal pipeline flows in directly, the forecast logic applies, and leadership looks at one screen instead of a stack of attachments.

AI checks run on the data as it comes in. They flag deals that look stale or inconsistent before they get rolled up, so the number leadership sees is already cleaned.

What happened

It rolled out to 30 operations managers covering about 1,500 brokers, and the C-suite now uses it as the single source of truth. The emailed process is gone, and the forecast miss is around 2%.

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