# Walk into forecast with answers

> The night before the forecast call, and you cannot defend two of your numbers.

Source: https://plexiidesk.com/use-cases/walk-into-forecast-with-answers
For: Account executive
How it feels: Dread. What you want instead: Confident.
Updated: 2026-10-16

## The problem

Deals in one window, close plans in another, legal’s changes in email. You walk into the call hoping nobody asks.

## How Plexii handles it

A deals Table with a Metrics widget showing pipeline by stage, a mutual action plan per deal, and Plexii answering “what is blocking each Commit deal?” with sources.

This uses Plexii’s AI, which runs on Plexii credits or your own Anthropic key.

In short: Every deal, its close plan and its blockers on one desk. Ask Plexii what is in the way of each one and get answers you can trace back to the notes.

## Step-by-step guides

- [Table widget](https://plexiidesk.com/help/widget-table)
- [Metrics widget](https://plexiidesk.com/help/widget-metrics)
- [Ask Plexii a question](https://plexiidesk.com/help/plexii-ask)

Screenshot: https://plexiidesk.com/usecase-assets/shots/widget-metrics.995896a6ef.webp (A screenshot of the real app, with sample data.)