How do I build a sales forecast with iDBQuery?

Ask iDBQuery 'Based on the last two years of sales, what should next quarter look like by region?' It analyses your historical trend and seasonality, projects the coming periods, returns the forecast with history as a chart, and cites the actuals behind the projection.

A sales forecast projects future revenue from your history. iDBQuery lets you produce a grounded, transparent forecast from your own data instead of a spreadsheet full of manual assumptions.

  • You'd ask iDBQuery: 'Using monthly sales for the past 24 months, project the next two quarters by region, accounting for the seasonal pattern.'
  • It measures the trend and recurring seasonality in your sales table, extends them forward, and returns a chart showing history plus the projected periods with a range.
  • The forecast is grounded in cited source rows for the actuals, so stakeholders can see exactly what history the projection is built on.

iDBQuery is transparent about method: it shows the SQL and logic, so an analyst can adjust the window, exclude outlier months, or blend in a bottom-up pipeline view. You can also combine a trend forecast with your CRM pipeline: 'Compare the statistical forecast to weighted pipeline for next quarter.' Because sales history and pipeline live in different systems, the one live model brings them into a single answer with no ETL. Save the forecast as a live report so it re-runs on fresh data each week, and later compare it to actuals in the same thread. For deeper work, the Analyst agent can test a few forecasting approaches and report which best fits your recent history.

Updated 2026-06-22