Forecasting & Pipeline Management Overview

Objective

Learn how to build and adjust forecasts, track pipeline movement, and measure your team against quota and goals across territories and currencies.

Applies To

• Product area: Forecasting & Pipeline Management
• Audience: Managers and revenue leaders, with some admin setup

Overview

Forecasting & Pipeline Management brings together the tools for projecting and tracking revenue. Use the areas below to learn how each one works and how to put it into practice.

• Configuring Forecasts & Pipeline — Set up forecast rollup, pipeline movement, the waterfall chart, and risk signals.
• Quota & Goals — Set quotas and configure forecasting goals.
• Territory & Multi-Currency — Handle territories and multiple currencies for forecasting.
• Scenario Planning — Model forecast scenarios with Scenario Planner.