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

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 displayed under the new deal stage.

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. 

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.