Forecast Cadence
Pipeline Tracker
Forecasting
Pipeline Change
Pipeline Insights Forecast Change
Product
Quarterly Progression
Team Performance
Pipeline Progression
Pipeline Review
View how pipeline is pacing towards quota and forecast change across the quarter.
Review team & member quota attainment and pipeline coverage.
Understand the change in pipeline since last 1:1/forecast call.
Consolidated view of fields required for deal inspection with inline edits and Qualification.
Forecast Judgement
Forecast Submission
Forecast Rollup
Forecast Change
Decide how each opportunity should enter the forecast. Including manager adjustments.
Submit your quarterly and/or monthly forecast. Auto sum or manual adjust.
Review AE’s forecast submissions, attainment and rollup quota.
Review how opportunities affected the last forecast submitted.
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