Pipeline projection
Forward pipeline and revenue with an explicit confidence interval.
Layer 06 · Learn · Forecasting & Attribution
Forecast pipeline with a confidence range, not a guess.
Forecasting projects marketing-sourced pipeline and revenue from your own funnel behaviour and attribution data, shows the confidence band, and ranks the levers most likely to move the number.
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Forecast pipeline
$2.4M
Vs. target
108%+8%
Confidence
High
Projected vs. actual pipeline
Overview
Planning fails when the forecast is a single number with no assumptions.
A flat annual target divided by twelve is not a forecast. It tells you nothing about whether this quarter is achievable, or what to change if it is not.
Helix builds projections from the funnel it already measures: traffic, identified accounts, ICP match rate, qualification rate, opportunity conversion, and deal velocity — each with your actual historical rates rather than industry averages.
The output is a range with stated confidence, a projected landing point against target, and a ranked list of levers with expected impact. When you change spend or content velocity, you can see the projected effect before you commit.
Business value
- Range
- Not a false single number
- Your rates
- Not industry benchmarks
- Ranked levers
- What to change first
- Scenarios
- Model before you spend
Confidence bands make the uncertainty explicit.
Built from your funnel's measured conversion behaviour.
Actions ordered by expected pipeline impact.
Test budget and velocity changes against the forecast.
Key capabilities
What you actually get.
Target pacing
Projected landing point against quarterly and annual targets.
Funnel-rate modelling
Uses your measured conversion rates at every funnel stage.
Scenario planning
Adjust spend, targeting, or content volume and see projected effects.
Lever ranking
Actions sorted by expected impact, with the reasoning shown.
Revenue attribution link
Shares one dataset with attribution, so forecast and history agree.
Visual workflow
How Forecasting & Attribution runs, step by step.
Where this sits in the wider Helix lifecycle:
- Visitor
- Company Identification
- Visitor Intelligence
- ICP Matching
- Lead Qualification
- Behavior Tracking
- AI Analysis
- Marketing Intelligence
- Revenue Intelligence
- Recommended Actions
- Campaign Orchestration
- Human Approval
- Execution
- Revenue Attribution
- Forecasting
- Memory Engine
- Continuous Learning
Step 1
Funnel rates measured
Conversion at every stage from visitor to closed won.
Step 2
Current pipeline valued
Open accounts and opportunities weighted by stage and velocity.
Step 3
Projection generated
Forward pipeline modelled with a confidence range.
Step 4
Levers ranked
The changes most likely to close the gap to target are surfaced.
Step 5
Accuracy reviewed
Forecast versus actual is tracked so the model is held accountable.
Grounded in attribution
The forecast and the history come from the same numbers
Because attribution is account-level and joined to your CRM, the forecast inherits real economics instead of assumed ones.
- Same qualified-account definition across the product
- CAC and payback feed scenario modelling
- Forecast accuracy tracked over time
- Assumptions visible and adjustable
Attributed pipeline
$1.84M+31%
Closed-won
$612K+14%
Blended CAC
$3,180-11%
Pipeline by first-touch channel
- Organic46%
- Paid24%
- AI search18%
- Referral12%
- Organic
- Paid
- AI search
- Referral
FAQ
Forecasting & Attribution questions, answered.
How can a forecast be trustworthy?
By being honest about uncertainty. Helix shows a confidence range rather than a single number, and shows which inputs drive it, so you can judge the assumptions yourself.
How much history do you need?
Early forecasts lean on funnel conversion rates and are wide. As account and deal history accumulates, the range narrows and the model uses your own conversion behaviour.
Can I model scenarios?
Yes. Adjust spend, targeting, or content velocity and see the projected effect on pipeline before committing budget.
Does it replace sales forecasting?
No. It forecasts marketing-sourced pipeline and revenue contribution, which complements the deal-by-deal forecast your sales team runs in the CRM.
Related integrations
Connects to the stack you already run.
Helix reads what it needs and writes only where you allow it.
CRM
- HubSpot
- Salesforce
- Pipedrive
Spend
- Google Ads
- LinkedIn Ads
- Microsoft Ads
Reporting
- CSV export
- Warehouse export
- Scheduled digests
Related features
Where to go next.
Layer 03 · Understand
Revenue Intelligence
Connects marketing activity to pipeline and closed revenue, so budget arguments end with a number instead of an opinion.
ExploreReporting
Executive Dashboard
One screen and one weekly brief in plain English: what changed, what it produced, and what Helix is doing about it next.
ExploreFoundation
Memory Engine
The persistent brain: your Strategic DNA, every experiment, every approval and rejection, every outcome — reused on the next decision.
Explore- Human approval by default
- Full audit trail
- GDPR & CCPA aware
Know whether this quarter is achievable — before it ends.
Connect your CRM to generate your first pipeline projection.
14-day free trial. No credit card required.