Forecast
Predict closed revenue for the period.
Overview
The forecast rolls opportunities up into Closed, Commit, Best Case and Pipeline categories, weighted and unweighted, and compares them with quota. Managers can override a rep’s call.
When to use forecast
- Weekly forecast calls.
Step by step
In the Crm module open Pipeline in the green navigation bar, then choose Forecast under Analysis.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- crm.forecast.adjust
- crm.forecast.lock
- crm.forecast.read
- crm.forecast.submit
- crm.forecast.view_all