Revenue
Forecasting
Review expected revenue across active opportunities and periods
Forecasting groups current deal value, stage, category, and close timing into a forward-looking revenue view
What this workspace includes
- Forecast period
- Expected revenue summaries
- Forecast categories
- Contributing deals
Complete workflow
- 1
Choose the period
Set the revenue window
- 2
Review totals
Understand the current outlook
- 3
Inspect contributors
Open material deals
- 4
Update source records
Correct stage, value, or close timing where needed
How records and settings behave
- Forecast values derive from current deals
- Date and category filters change the view
- Updating a deal changes future forecast views
Working effectively
- Treat the forecast as a record-quality review
- Separate committed and possible outcomes consistently
- Inspect large changes at deal level
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Forecasting?
Set the revenue window
When is my work saved?
Forecast values derive from current deals
How do I confirm the result?
Return to the related list or detail view and review its current status. Updating a deal changes future forecast views