Forecast the quarter
Set deal forecast categories, submit your commit, and review the team roll-up with the AI forecast.
For: Sales reps and managersSteps
- On a deal, choose its Forecast category: Commit, Best case, Pipeline or Omitted (or leave it automatic from the stage).
- Go to Sales → Forecast and pick the quarter and team.
- Reps: select Submit my commit, check the amounts suggested from your deals, add a note and Submit.
- Managers: compare each rep's commit with quota, best case and pipeline; select Update AI forecast to see where the AI expects more or less, and why.
- Monthly targets (Settings → Sales → Targets & assistant) set each rep's quota.
Good to know
- Only deals in MYR with an expected close date in the quarter are counted.
- A variance of 15% or more is highlighted so you know which commits to discuss.
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