Forecast report

The Forecast report in the CRM app provides a forward-looking view of your sales pipeline. It helps teams estimate potential revenue by organizing opportunities based on their expected closing dates.

Opportunities are grouped by time periods (typically months) and displayed in a visual format, allowing users to quickly assess upcoming deals. You can also drag and drop opportunities between columns to adjust their expected closing timeline.

To access this report, navigate to:
CRM app ‣ Reporting ‣ Forecast

Navigate the forecast report

By default, the Forecast report displays:

• Opportunities assigned to the current user

• Deals expected to close within the next four months

• Opportunities without a defined closing date

These are presented in a Kanban view, grouped by expected closing period.

Manage expected closing dates

Opportunities are grouped based on the value in the Expected Closing field.

Update directly from the report

You can quickly adjust closing dates without opening the record:

• Drag an opportunity card

• Drop it into a different month column

This automatically updates the Expected Closing date to the last day of the selected period.

Change grouping period

The forecast is grouped by month by default, but this can be adjusted:

1. Click the (down arrow) next to the search bar

2. Under Group By, select Expected Closing

3. Choose a different time interval (day, week, month, year)

Update from opportunity form

You can also manually edit the closing date:

1. Click an opportunity card

2. Open the record

3. Modify the Expected Closing field using the calendar

Tip
Updating dates regularly ensures your forecast remains accurate and reliable.

Understand prorated revenue

Each column in the forecast displays a revenue value at the top. This is the prorated revenue, which represents the weighted expected value of all opportunities in that time period.

This value is calculated using:

• Expected Revenue

• Probability of closing

In simple terms:

Prorated Revenue = Expected Revenue × Probability

Example

Consider two opportunities scheduled for the same month:

• Global Solutions

  • Expected Revenue: $3,800

  • Probability: 90%

  • Prorated Revenue: $3,420

• Quote for 600 Chairs

  • Expected Revenue: $22,500

  • Probability: 20%

  • Prorated Revenue: $4,500

Total forecast for the month: $7,920

When opportunities are moved between columns, the totals update automatically.

See also
For more details on how probability is calculated, refer to

Analyze forecast data

The forecast report supports multiple views to help you analyze data from different perspectives.

Graph view

Switch to graph view using the (area chart) icon.

Available chart types:

• Bar chart → Compare revenue across periods

• Line chart → Identify trends over time

• Pie chart → View proportional distribution

Pivot view

Use the pivot view for deeper analysis.

• Group data by stage, salesperson, or time period

• Compare multiple metrics

• Analyze performance trends

List view

Switch to the list view to see all opportunities in a structured format.

This view is useful for:

• Reviewing individual records

• Checking deal details

• Performing operational follow-ups

Tip
Use pivot view for analysis, graph view for insights, and list view for execution.