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.
If you are using Multiple Pipelines, the Forecast view is specific to the selected Sales or Delivery Pipeline.
Note: To move a deal in a Sales Pipeline 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.
Notes:
- Deal amounts and the 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.
- The Forecast View will include t
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.
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.
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.
