The revenue forecast

The forecast shows the revenue to expect month by month: what is already contracted from subscriptions, plus what the open pipeline should bring in, weighted by each deal's chance of winning.

Read the forecast

  1. Open Revenue > Forecast > Revenue forecast.
  2. The totals show Contracted, Weighted pipeline and the total over the months shown.
  3. The chart Expected future revenue stacks both per month. Select a month to list the subscriptions and opportunities that make it up.
  4. Month by month gives the same figures as a table, with the number of contributing deals.

Change the assumptions

  • Owner and Reseller narrow the forecast to one salesperson or partner.
  • Assume renewals (on at first) keeps counting a subscription that renews automatically past its renewal date.
  • Assume trials convert counts a trial as a paying customer from the day after its trial ends.
  • Reset clears your choices.

What-if tries out deals closing. Export downloads the forecast.

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