Pipeline - Forecast View
The Forecast View gives you an overview of your Team's performance against their set targets and predicts your revenue.
Here you can see a summary of Pending and Won deals by month, quarter, or year. It allows you to set targets for your sales team and easily access the Deal list.
There are 2 Pipeline Views available for you to choose from.
- Forecast View
- Kanban View
| In this article: |
| View deals on the Pipeline Forecast View |
| Display Deal amount totals |
| Customize sales targets |
View deals on the Pipeline Forecast View
Go to the Pipeline Page and select the Forecast view icon (top right-hand side) → click on a number/value in the table to see an overview of all deals currently included in this deal stage.
Note: To move a deal to another deal stage you can select the deal stage from the dropdown in the pop-up window and it will be automatically displayed under the new deal stage.
Notes:
- Deal amounts and number of deals will update immediately when you move a deal from one deal stage to another.
- Choose the details of the deals you would like to see in the Forecast view pop-up by adjusting the Deal List headers.
- See here for further information about how to filter the Pipeline.
- You must have a deal created in order to view it on the pipeline page.
Display Deal amount totals
There are two options to display the total amounts in the pipeline.
- Total won = Only won amounts
- Expected total = Won + Pending amounts
Go to the Pipeline Page and select the Forecast view icon (top right-hand side) → beside Total won click on the downward arrow to change the display.
Customize sales targets
Set sales targets by default for each month or customize them for a specific month.
Note: Setting a default target value for a team member changes the target value for all months into the future except those that you have already manually set.
