The Forecast View allows you to see how much revenue you can expect to bring in across one or multiple of your funnels -- split up by month or quarter.
To access Forecast View:
- Click on “Records” in the Navigation Bar.
- Click the “Funnels/Deals” page from the dropdown menu
- At the top of the page are icons for each of the different deals pages. Click on the third icon (the graph icon).
The Forecast view is laid out in a board format. The deals are grouped by default into which month their closing date falls into. This allows you to get an idea of how much revenue you can expect to bring in for each month.
At the top of the board, you’ll see both the total open amount and the adjusted amount for the selected funnels.
Total open amount is the aggregate monetary amount of all deals in the selected funnel.
The blue value next to it is called the adjusted amount which is calculated as the total revenue of all your deals in that stage multiplied by the probability attached to that stage of the funnel.
You will also find these amounts for each time period at the top of each column.
At the top of each column, click on the ellipsis for additional actions:
- Hide individual columns
- Export just the deals in the specific time period
You can also export the entire page by clicking on the Settings gear icon in the top right.
Viewing & Editing Deals
All of your deals show up conveniently as individual cards in their appropriate months or quarters (columns) on the board. To open a deal, just click on a single card.
To move it easily to a different column you can drag and drop the card to the stage of your choosing. Note, you will have to assign a new close date when changing columns.
Creating a new deal in a specific column is as easy as clicking on the “+ Add Deal” button at the very bottom of each column.
Filtering & Sorting Deals
To filter and sort deals on your board you have a couple of options.
To sort deal columns:
- Click the button that says “Modified At” near the top middle of your screen
- Select a sort criteria (such as closing date, created date, amount, etc.)
- Select a sort direction (such as newest or oldest)
To change columns from monthly to quarterly, you can do so from the “View by” dropdown.
To filter by user or deal funnel, use the quick dropdowns at the top right of your screen.
To filter by other fields, including custom fields or Relationships, use the filter button in the top left of your screen