Maximize Your Forecast and Reporting KPIs Fast
We use AI agents to find the problems and deploy the fixes — forecasts nobody trusts, pipeline with stale or missing close dates, dashboards that don't match the source data, and reports that leave three teams arguing about whose number is right.
Works with your stack:
Salesforce
Free Revenue Intelligence & Analytics Health Check
Salesforce-only review, delivered live in a focused session — no cost, no NDA required.
Runs entirely in your org, on your tools
Promise ROI doesn't see, store, or touch your data
Nothing to sign
% of open pipeline with a current, defensible close date, as Salesforce shows it
Forecast accuracy — predicted vs. actual close, by rep and team
Dashboard and report accuracy vs. underlying Salesforce data
Data sync health between Salesforce and your forecasting/BI tools
~60 minutes, live, screen shared — no setup, no access to your forecasting or BI tools, no NDA
Runs on your own systems — nothing installed, nothing accessed, nothing to sign
Optimize your forecasting and reporting setup now with a risk-free health check you'll own and keep — whether or not we ever work together.
When the free session finds more than Salesforce can explain
This is the actual price, not an estimate — select your platform and size below, or Felix will do it live on your call.
Two questions, one real number — no follow-up quote needed.
Your forecasting / BI platform
Your size tier
Premium Health Check
A deeper review inside Clari itself — not just what Salesforce can see.
$6,000
Growth · 25–100 seats
Forecast rollup and hierarchy logic review
Pipeline inspection rules and stage-gate accuracy check
Dashboard-to-source data reconciliation across reporting tools
Slipped/pushed deal tracking and category logic review
Integration and sync mapping between Salesforce and the forecasting/BI layer
Pricing reflects the scope of what's found — every engagement starts with a free health check so the number fits the actual problem. Fix & Deploy typically runs well below what a standalone Clari implementation costs on its own.
Fix & Deploy
Promise ROI's AI agents deploy the fixes directly inside Clari — not a recommendations doc, a working system.
$15,000
Growth · 25–100 seats
Forecast rollup and hierarchy logic rebuilt
Pipeline inspection rules and stage gates corrected
Dashboards reconciled to source data across reporting tools
Slipped/pushed deal tracking and categorization fixed
Salesforce-to-forecasting/BI sync repaired
Pricing reflects the scope of what's found — every engagement starts with a free health check so the number fits the actual problem. Fix & Deploy typically runs well below what a standalone Clari implementation costs on its own.
Your next AI Employee is Ready to Rock N' Roll
Comprehensive. Every known failure pattern gets checked — and anything new we find gets codified into the system, so it's caught automatically next time.
Fast. No governor limits, no platform lock-in. Fixes get deployed in days, across every tool in your stack, not just inside Salesforce.
You keep the employee. This isn't a report and a goodbye. You walk away with a working digital employee already wired into your stack, doing the job.