Get a clear, real-time view of your future revenue — without spreadsheets.
We’ve introduced a dedicated Forecast tab inside Opportunities to help you track, predict, and improve your pipeline performance using expected close dates and probability-based forecasting.
🚀 What’s New
- New Forecast tab inside Opportunities
- Forecast revenue using Expected Revenue (weighted by probability)
- New field: Expected Close Date
- Summary dashboard with:
- Max potential revenue
- Expected revenue
- Won revenue
- Open opportunities
- Forecast timeline view to track deals across time (Week / Month / Quarter)
- Drilldowns to view and edit opportunities behind every number
- Data hygiene insights:
- Missing close dates
- Missing opportunity values
- Overdue deals
- Risk classification system: High, Medium, Low risk based on slippage
- Custom risk settings to define thresholds
- Advanced filters & grouping (Owner, Status, Close Date, etc.)
👷 How It Works
- Go to Opportunities → Forecast
- Use Summary to understand overall pipeline health
- Switch to Forecast Timeline to track deals over time
- Adjust time view (Week / Month / Quarter)
- Apply filters to segment your data
- Click on any metric (like “Missing close date”) to drill down
- Drag and drop opportunities to the right month to update closed date
- Customize risk settings to match your sales cycle
⭐ Why It Matters
- Move from basic pipeline tracking → real revenue forecasting
- Get a more accurate view of what will close and when
- Identify at-risk deals early
- Improve data quality and forecasting accuracy
- Reduce reliance on manual reporting and spreadsheets