Reports & forecasts
How the revenue forecast worksPro
Gross and probability-weighted forecasts by expected close date.
Definitions
Gross value is the sum of open deal values in a window. Weighted value = deal value × win probability. Windows: today, tomorrow, the next 7, 30, 60, 90 and 120 days, and 6 to 9 months, in your workspace time zone. Windows overlap and are not additive.
Keep it accurate
- Give every open deal an expected close date and value.
- Keep stage probabilities realistic in Settings → Pipeline stages.
- Use Data Quality to find deals with missing close dates or owners.
- Compare forecasts with results in Forecast Accuracy.
Bookings vs revenue
Won deal value is a sales booking in the month of the actual close date. It is not accounting-recognised revenue.