For the VP of sales and the CRO
Sales performance management with a forecast you can trust.
Your board number adds up what reps report. Ricavi reads their sales calls and your CRM, and puts a second number beside it, built from what buyers said.
6.3xSales performance lift. Teams that get coached regularly do better than teams that don’t.
What Ricavi does for a sales leader.
Two forecasts
Ricavi’s number sits beside your team’s, built from what buyers said.
Bad news, early
Ricavi raises each warning as soon as it applies.
Each call scored
Each call is checked against the framework your team uses.
CRM on your terms
Nothing is written to your CRM until someone approves it.
Where Ricavi sits
Your forecast reads the CRM your reps approve.
Calls come in from Google Meet, Microsoft Teams, and Zoom. Ricavi sits above your CRM and guides the work at every stage. Nothing reaches the CRM until a rep approves it.
83%
Less admin
Ricavi writes the call notes, drafts the follow-ups, and updates the CRM once reps approve.
The stack: calls on Google Meet, Microsoft Teams, and Zoom feed Ricavi. Ricavi sits above your CRM (HubSpot, Salesforce, Microsoft Dynamics): account, deal, and contacts come up, drafted updates go down once the rep approves them. Google Calendar, Outlook, Google Drive, and OneDrive sit alongside.
Google Meet
Microsoft Teams
Zoom
Google Calendar
Outlook
So the pre-call brief lands 30 minutes before each call.
Ricavi sits above your CRM and guides the work at every stage.
- Price objection
- Decision process still open
- Scorecard, 62/100
Calendar
Files- Google Drive
- OneDrive
Connected at onboarding, with your calendar.
HubSpot
Salesforce
Microsoft Dynamics
Not a DIY product. Installed and monitored by sales and technical leaders.
$190k
What reps report
$139k
What buyers said
This is Ricavi’s team forecast. Ricavi’s number comes from a health score for each deal. Each score is based on what buyers said on calls. The breakdown by rep shows whose deals make up the gap. You can ask about them before the board does.
These figures are an example. Ricavi’s forecast appears beside your own once ten or more deals have closed.
Two numbers, side by side
Your team’s number next to Ricavi’s, for the deals still open.
The breakdown by rep
Each rep’s number beside Ricavi’s, with the deals at risk marked.
Where the gap comes from
Two reps are above Ricavi’s figure and one is below. Together they make the $51k difference.
Two numbers, side by side. They show which deals to question.
“
“We’ve significantly increased our pipeline and boosted our bottom line. I highly recommend Ricavi to any business owner looking to drive sales fast. The investment has paid for itself many times over.”
Costa Vasili
CEO, Ethnolink
Forecast check
How can you tell whether a forecast will hold?
A forecast is the number your team expects to close this quarter. It holds when the deals behind it are sound. The buyer who signs is engaged. Close dates haven’t kept moving. Each stage has buyer evidence behind it. Where your team’s number and Ricavi’s disagree, the gap shows which deals to question first.
- On each call
A rep talks with a buyer.
Ricavi scores the call against your framework, from what was said.
- After each call
The CRM shows the stage the rep picked.
Ricavi gives the deal a health score from what buyers said and what’s in your CRM.
- Each week
A deal goes quiet, or its close date is a week out.
Ricavi flags it on the deal that day, so your manager can ask in time.
- Before the forecast call
Your reps submit their numbers.
Ricavi’s number sits beside your team’s, with a breakdown by rep.
- In the forecast call
Your managers review the team.
They start with the reps furthest from Ricavi’s number.
- Before the board meeting
The board will ask how sure you are.
The reasons behind the gap are already on the deals.
How Ricavi’s forecast is built →
Last reviewed 20 Oct 2026 · Source: Ricavi product documentation
A forecast holds when its deals are sound.
Your quarter
Sales leadership that hears bad news with weeks to spare.
Here’s one example quarter, told two ways. Each morning there’s news, a brief lists the deals that need attention. Ricavi raises each warning as soon as it applies. By the board meeting, the number has already been questioned.
- Week 13, A quiet rep, 0 weeks to spare
- Week 13, No contact, 0 weeks to spare
- Week 13, The review, 0 weeks to spare
- Week 13, Close date at risk, 0 weeks to spare
Week 13 · Quarter end
You find out after it’s too late to change.
Week 13 · Quarter end
- A quiet repWeek 13 · 0 weeks to spare
- No contactWeek 13 · 0 weeks to spare
- The reviewWeek 13 · 0 weeks to spare
- Close date at riskWeek 13 · 0 weeks to spare
You find out after it’s too late to change.
- Week 13 · A quiet rep · 0 weeks to spare
When a rep is quiet for seven days, your admins get an alert. Adoption health and a leaderboard cover everyone else. One quiet rep doesn’t become a quiet team.
- Week 13 · No contact · 0 weeks to spare
A deal in this quarter’s forecast has gone quiet. No contact with the budget holder for 21 days. Ricavi flags it on the deal, so your manager asks before the forecast call.
21 days
with no contact from the budget holder
- Week 13 · The review · 0 weeks to spare
Your managers open the team forecast. They start with the reps furthest from Ricavi’s number. A coaching card suggests the question to ask on each deal at risk.
$51k
between your team’s $190k and Ricavi’s $139k
These figures are an example. Ricavi’s forecast appears beside your own once ten or more deals have closed.
See it on the team forecast ↑ - Week 13 · Close date at risk · 0 weeks to spare
The deal isn’t healthy and it’s due to close in seven days. Ricavi flags it now, so the number can change before anyone presents it.
- Week 13 · Quarter end
Your team’s number goes into the meeting next to Ricavi’s. The reasons for the gap are already on the deals.
$190k
What reps report
$139k
What buyers said
These figures are an example. Ricavi’s forecast appears beside your own once ten or more deals have closed.
See it on the team forecast ↑
Hear bad news with weeks to spare.
Sales frameworks
Every call scored against the framework you paid for.
Your team trained on a sales framework, like MEDDPICC or BANT. Ricavi checks every call against it. One setting applies it to the whole company, so a score in one team means the same in every other. Pick a framework to see what changes.
The people behind it
Built by builders.
Dave builds companies. Regan builds sales teams. Luigi builds performance.
Built-in skills
5,000+
Each one is a play for one moment in a deal, like handling a price objection or mapping the buying committee.
“I have been working with the team at Ricavi for the last two months and already achieved higher conversion rates and a faster sales cycle.”
Stuart Cook
MD, TWIYO
What Ricavi is
Sales performance management software, and what it doesn’t cover.
SPM stands for sales performance management. SPM software helps leaders plan and measure how a sales team does. Many of these tools focus on quotas, territories, and pay. Ricavi covers what happens on the sales calls. Commissions and quota plans stay in the tools you use now.
3.2x
More accurate forecasts
Deals are scored on what really happened on the call.
- Yes
- Partly
- No
Each call
Yes: Checks every call against your framework, from what was said.
Partly: Varies by tool.
Partly: A week later, and only for the calls there’s time to hear.
Each deal
Yes: Gives each deal a health score from what buyers said and what’s in your CRM.
Partly: Quotas, territories, and pay. Deal risk varies by tool.
Partly: Only the deals on calls someone heard.
Yes: The stage and close date the rep entered.
Each rep
Yes: Alerts your admins when a rep goes quiet for seven days.
Yes: Quotas and pay for each rep.
Partly: Only the reps someone listened to.
Yes: Each rep’s pipeline, as entered.
The team’s number
Yes: Puts its own number beside your team’s, with a breakdown by rep.
Yes: The target, and the gap to it.
No: Not part of the forecast.
Yes: The reps’ numbers, added up.
Controls revenue operations can sign off.
Revenue operations, or RevOps, is the team that runs your sales tools. Your admin picks what Ricavi may draft, which CRM fields it may touch, and for whom. Nothing is written to your CRM until someone approves it.
Certified, with the controls IT and legal ask for.
A tool stuck in a security review never gets to your reps. Your admin sets the rules once, for the whole company. They cover recording, how long calls are kept, sign-in, and access.
Standards and tests
SOC 2 Type I and II, ISO 27001, and GDPR, with end-to-end encryption. Audited and tested.
Private from the start
No external training on your data. Coaching chats stay private unless a rep shares them. A shared chat is read-only, and the rep chooses whether it’s public or company-only.
Recording on your terms
Choose to record all calls, outside calls, or inside calls.
Leave out chosen domains. Recordings are deleted when the time to keep them ends.
By default no bot joins and no notification appears. Your admin sets the recording mode, how long recordings are kept, and which calls are recorded. They set it to match your consent rules.
Sign-in and access
One sign-in method for the whole company: email code, Google, Microsoft, or SAML. Each role gets its own access: sellers, managers, and admins. Invites are locked to your domain. An admin can turn off an account at any time.
Meet us before you buy. Watch, read, or join.
Revenue Leaders podcast
Hosted by Luigi, Regan, and Dave
The B2B Sales Playbook
By Luigi and Dave
The live weekly session
Free, in Growth Forum
“
“I was at dinner and overheard my team telling our GM how valuable they found Ricavi.”
Jane Susak
Sales Manager, Essential Assessment
Sales performance management (SPM) software helps leaders plan and measure how a team sells. Most of these tools focus on quotas, territories, and pay. Ricavi covers what happens on the sales calls. Commissions and quota plans stay in the tools you use now.
Sales performance management with a forecast you can trust.
Your board number adds up what reps report. Ricavi reads their sales calls and your CRM, and puts a second number beside it, built from what buyers said.