Expected Close Date, Likelihood, and Forecast Reports
under review
Y
Yusuf Young
In almost every other CRM, it is possible to enter not only close value, but also expected close date, a percentage of how likely it is to close (with each stage in the pipeline having its own default % value unless you change individual opps manually), and and along with that be able to get some reports of forecasted close values on various dates (possible to filter by pipeline).
Please enable this since this will be a crucial thing for a B2B CRM.
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Chase Buckner
Merged in a post:
Sales reporting
J
Jacobus Fourie
More robust sales reporting and sales forecasting. Pipeline accumulative reporting for each quarter. The current reporting is not up to standard and it's making it difficult to convert business, as it does not cater for sales teams, reporting and sales managers to easily monitor and engage the sales team based on their performance as depicted in the sales reports.
Can we URGENTLY get this done?
P
Pallavi Kothari
Hi Everyone!
Thanks for upvoting the idea
We have started working on the forecasting feature and would love to connect with you to understand how you foresee this happening.
If you would be willing to share your thoughts - please block some time on https://speakwith.us/pallavi
Looking forward to connecting with you.
P
Pallavi Kothari
Merged in a post:
Weighted Forecasting
D
Daniel Fundi Ndaya
What it means:
Weighted forecasting estimates future revenue based on the stage a deal is in and its likelihood of closing.
Example:
If a deal is worth $10,000 and it's in the "Proposal Sent" stage, and that stage has a 60% close probability, then its weighted value is:
$10,000 × 60% = $6,000
CRM tools like Dynamics 365 use these weights to forecast realistic pipeline revenue, not just the total deal value.
GoHighLevel currently does not do this automatically — this is SOOOOOOO needed
Q
Quinn Conahan
Commenting again looking for an update from anyone. One of the highest requested features from almost 4 years ago and no progress. Can we get some update? I have no idea what invoices are upcoming or how much money my business will be making.
Q
Quinn Conahan
Can GHL please provide an update on this? First posted almost 4 years ago and one of the most upvoted requests. I cannot do any forecasting or track upcoming invoices. HELP
R
Rich Webb
Yes, this seems really important to a number of my clients.
W
WLP Agency
Urgently need to be able to see upcoming cashflow from invoices due and payment schedules due
Q
Quinn Conahan
WLP Agency this!!!! i have no idea what my upcoming revenue is and I can't forecast at all. I've been asking for this since July 2025.
M
Maureen Doss
We need this so bad. We have tried so many work arounds and custom build out solutions that just aren't cutting it.
T
Tom Lowe
Weighted pipeline is essential! We've tried to create using a calculated field for Opportunity Value but doing it this way causes lots of issues.
K
Keith Besherse
Ideas Board Finds: Reporting, https://youtu.be/V_Ma2rRxpOw
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