Brex improved forecast accuracy and reclaimed time using Gong's Revenue AI Platform
After transitioning from a card-focused fintech to a SaaS model, Brex lacked centralized deal visibility and a scalable forecasting process. The team's reliance on manual spreadsheet updates was a bottleneck that consumed leadership bandwidth and compromised decision-making, with the sales director entering data during personal hours to maintain accuracy.
How it works
Common implementation structure
How this type of workflow is generally built, generalized across documented cases — not tied to any one vendor's stack. Click any stage to read what happens there. Specific products that implement these stages appear in “Tools commonly seen” below.
Stage 1 · SaaS transition triggers need
Brex's shift to a SaaS sales motion created the need for deeper visibility, greater forecast accuracy, and a better way to manage account activities.
Tools used
Gong's Revenue AI PlatformGong ForecastDeal Boards
Outcome
Gong gave Brex a single source of truth for forecasting that eliminated manual spreadsheet work, produced the company's most accurate forecasting numbers, drove org-wide adoption, and reclaimed valuable hours every week for reps and leadership.
What failed first
Brex's prior forecasting relied entirely on manual spreadsheet workflows that leadership described as labor-intensive and time-consuming, requiring the sales director to input data during personal hours — a process that was neither scalable nor sustainable.
Results
Time savedspending less time and forecasting better
Volumemost accurate forecasting numbers on a consistent basis