Objective
Configure monthly & quarterly forecast pacing within a quarterly or annual forecast.
With the new Monthly & Quarterly Forecast Pacing feature, users can now define and view monthly metrics within quarterly forecasts, and quarterly metrics within yearly forecasts. This allows for a more comprehensive and streamlined approach to forecasting, enabling the aggregation of smaller time intervals into a broader, cumulative forecast.
For quarterly forecasts, we’ve introduced new filters for date-type fields that allow users to break down metrics by:
- Month 1
- Month 2
- Month 3
Similarly, for yearly forecasts, new filters have been added for:
- Quarter 1
- Quarter 2
- Quarter 3
- Quarter 4
These enhancements give users greater flexibility in managing forecasts across different time periods, providing deeper insights and simplifying the forecasting process.
Applies To
- Outreach Admin
Procedure
- Log in to Outreach as an Admin.
- Click Administration.
-
Click on the Forecasts tab within the Forecasting page.
Monthly Forecast Pacing
Open a forecast with period selected as Quarterly & click on edit metric.
In the metric filters, you can now choose close date between month1/month2/month3 to see the monthly pacing
Once the forecast is published, you would be able to see the defined metrics on the forecast rollup page.
Quarterly Forecast Pacing
Open a forecast with period selected as Annually & click on edit metric
In the metric filters, you can now choose close date between Quarter 1/Quarter 2/Quarter 3/Quarter 4 to see the quarterly pacing
Once the forecast is published, you would be able to see the defined metrics on the forecast rollup page
Additional Information
Frequently Asked Questions
Q: How do the new monthly filters work ?
A: Let’s say for an org Fiscal Year starts from Jan & sales period is 3 months
- In forecast metric filters user selects close date between Month1
- On forecast rollup page, user selects This Quarter from the sales period dropdown, then the metric filter will refer to July as Month1 & if user changes the sales period to Last Quarter then the metric will consider April as month1 to filter out the respective opportunities
Q: How do the new quarterly filters work ?
A: Let’s say for an org Fiscal Year starts from Jan & sales period is 3 months
- In forecast metric filters user selects close date between Quarter1
- On forecast rollup page, user selects This Year from the sales period dropdown, then the metric filter will refer to Jan-March of this year as Quarter1 & if user changes the sales period to Last Year then the metric will consider Jan-March of last year as Quarter1 to filter out the respective opportunities
Q: Will my quarterly quota be divided by 3 for month1/month2/month3 metrics for showing quota attainment ?
A: No, the quota attainment will still be tracked towards quarterly goals.
Q: How can I define my quarterly Commit metric as the sum of monthly Commit metrics?
A: You can define 3 individual metrics for Month1, Month2 & Month3 & create a 4th one as the sum of these three metrics using metric formulas.