Before creating a forecast, you would have to choose the default forecasting period. That is managed from Reporting Periods, under section Deals & Forecasts, located in ⚙️ App Settings.

In order to create a forecast:

1. Navigate to Forecasts section

2. Click New located in the top right corner

3. In order to setup a new forecast, you would have to provide:

  • A name of the forecast
  • Choose whether it would be off, published to all line managers or to everyone
  • Select reporting period of the forecast. 
  • Choose whether the forecast would only include deals in the selected period or not
  • Optionally, you can set another user as the owner of the forecast 

4. After setting up the new forecast, click Save and the forecast will appear in the main forecasts menu

⚠️ Forecasts are available on our Enterprise plan only. If you are on Professional plan and would like to upgrade, please contact support. 

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