Forecast Revenue with Opportunity Forecasting

A picture of expected revenue across your whole pipeline, grounded in deal value, timing, and likelihood to close.

Turning it on

May need enabling under Settings > Labs. Once on, find a Forecast tab inside Opportunities.

What you'll see

Summary view: maximum potential revenue, expected/weighted revenue, revenue already won. Timeline view: the same data across weeks, months, or quarters.

Forecasting weights deals and flags each with a risk level (High/Medium/Low) based on stall time or approaching deadlines.

Using it day to day

Pick a time granularity, filter by pipeline/owner, adjust risk thresholds, check the data hygiene section for missing values/dates, click into any opportunity for the full record.

Why this matters

Rolls deal-by-deal data into a planning number — but only as good as the underlying data.