new
Opportunities and Pipelines
Opportunity Forecasting
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 tabinside Opportunities
- Forecast revenue using Expected Revenue (weighted by probability)
- New field: Expected Close Date
- Summary dashboardwith:
- Max potential revenue
- Expected revenue
- Won revenue
- Open opportunities
- Forecast timeline viewto track deals across time (Week / Month / Quarter)
- Drilldownsto 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 settingsto define thresholds
- Advanced filters & grouping(Owner, Status, Close Date, etc.)
👷 How It Works
- Go to Opportunities → Forecast
- Use Summaryto understand overall pipeline health
- Switch to Forecast Timelineto track deals over time
- Adjust time view(Week / Month / Quarter)
- Apply filtersto 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 settingsto 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 ValueandExpected Close Date
- Use probability overridesfor better accuracy
- Review data hygiene cards regularly
- Tune risk thresholdsbased 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