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.

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.

Pipeline Page l Forecast View l Expanded Deal

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 displayed under the new deal stage.

Pipeline Page l Forecast View l Expanded Deal l change 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. 

On the Forecast View click on the downward arrow to configure the total display for the Pipeline.

Customize sales targets

Set sales targets by default for each month or customize them for a specific month.

Please note:

  • The Account owner or an Admin can edit the target for all users.
  • Users can only edit their own target if given permission from the Account owner or an Admin.
1
Go to the Pipeline Page and select the Forecast view icon (top right-hand side) → beside the Target button select the pencil icon.

Pipeline Page l Forecast View l select the pencil icon next to Target.

2
In the Edit sales target pop-up, you have 2 options to set sales targets for your team → once the sales targets have been customized, click Save.
  • Enter a default monthly Sales target in the first box for each member of your sales team.
  • Enter a default monthly Sales target in the first box.

    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.

  • Enter individual monthly targets for you or your team member in the boxes provided.
  • Enter a individual monthly Sales target.

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