Product updates as they ship

Segment-level attainment split view

Forecast view now supports enterprise vs. mid-market splits with independent confidence bands per segment. Segments are auto-detected from CRM deal size and account type fields, or can be manually configured. CFO export updated to include segment-level breakdown.

• Segment auto-detection from Salesforce, HubSpot, Pipedrive deal attributes
• Independent confidence interval calculation per segment
• CFO export (PDF + Google Slides) updated with segment breakdown slide

Pipedrive integration (beta)

Pipedrive connection is now in beta for all Forecast and Revenue tier accounts. Syncs deal stage history, activity timeline, and custom pipeline stages. Full schema parity with Salesforce and HubSpot connectors.

• OAuth connection via Pipedrive API token
• Custom pipeline stage mapping to standard Scalivo deal stages
• Historical sync back to account creation date (up to 24 months)

Rep Scorecard weekly distribution + Slack alerts

Rep Scorecard now supports scheduled weekly distribution to Slack channels and email. Configurable alert thresholds for rep attainment drops — get notified when a rep crosses below a configured confidence band threshold before the team manager sees it manually.

• Slack Workflow Bot integration for channel distribution
• Configurable attainment drop alerts (threshold + notification recipients)
• Weekly email digest option for managers without Slack

Confidence interval calculation updated — Q4 seasonality model

The confidence interval model now applies seasonal adjustment factors in Q4 (October–December) to account for the well-documented Q4 close pattern in B2B sales. Previously the model could understate uncertainty in Q4 for companies with heavily Q4-weighted revenue. Fixed an edge case where deals with no activity in 30+ days were given equal weighting to active deals.

• Q4 seasonality adjustment factor (configurable, default auto)
• Deal activity staleness weighting fix
• Improved handling of multi-year deal data for historical baseline

Support signal layer — Zendesk and Intercom

Support ticket data is now integrated as a third signal layer alongside CRM and product usage. Connect Zendesk or Intercom to surface ticket volume trends and severity patterns as risk indicators in deal-level and rep-level forecasts.

• Zendesk and Intercom read-only OAuth connectors
• Ticket severity score mapped to deal risk weight
• Support spike alert — notifies RevOps when support volume for an account exceeds baseline by 2x

Google Slides QBR export

One-click export to Google Slides in addition to existing PDF export. The template includes an attainment summary slide, confidence interval visualization, rep performance table, and variance waterfall. Exportable from the main dashboard or from a scheduled report.

HubSpot integration GA

HubSpot CRM connection exits beta and is now generally available. Full schema normalization with Salesforce connector. Supports Sales Hub Professional and Enterprise object models including custom deal properties and engagement types.

Scalivo launches — Salesforce connection + Forecast Engine beta

Initial launch with Salesforce integration and the Forecast Engine in beta. Rep-level attainment forecasting with 50% and 80% confidence intervals. QBR PDF export. Access by request.