Pipeline Forecasting Charts

Use built-in charts to visualize the state of your forecasts and better assist sales reps in meeting their sales targets. With forecast charts, see the changes to the current period’s forecasts across forecast types and measure how this period’s forecasts compares to past periods, without having to manually crunch the numbers.

• Reviewing Week-to-Week Forecast Changes
  Review how forecasts have changed throughout the current period with the Weekly Changes chart. The chart includes key metrics and a visual representation of changes as the period has progressed. The information that’s available to you in the chart depends on enabled features and how long forecast data is retained.
• Finding Trends Across Forecast Periods
  Evaluate how this forecast period compares to the forecasts at the same point in past periods in the Monthly or Quarterly Trends chart. Understanding your team’s trends helps to gauge whether the team is tracking to hit their sales goals based on performance in previous periods. The information that’s available to you in the chart depends on enabled features and how long forecast data is retained.