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.

This feature can be turned on from Subaccount > Labs

🚀 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

⚡ Pro Tips

• Always fill Opportunity Value and Expected Close Date

• Use probability overrides for better accuracy

• Review data hygiene cards regularly
• Tune risk thresholds based on your deal cycle

📝 Notes

• Opportunities are assigned the highest risk level they meet
• Deals without close dates are excluded from forecast calculations
• Forecast accuracy depends heavily on clean and complete data

🔮 What’s Next

• Deeper reporting integrations
• Goal setting for agents
• Enhanced sharing and permissions for forecast views