Where to go: Deals > Forecast > Forecast updates
Who can do this: Anyone can export their current view.
-
Navigate to the line of business, team, and time period you want to export, and go
> Export to CSV.
The view is exported.
|
Column name |
Description |
|---|---|
|
User |
The name of the person the forecast is attributed to. Normally, this is the same person calling their own number. However, if someone else calls the number on their behalf, we show the name of the person the forecast is for. |
|
|
Their email. |
|
User CRM ID |
Their user ID in your CRM. |
|
Is Team |
Indicates whether the forecast is for an individual or a team. If the forecast is for a team, this column says TRUE. If the forecast is for an individual, this column says FALSE. |
|
Manager |
The name of the manager of the person the forecast is attributed to. |
|
Manager Email |
Their email address. |
|
Manager CRM ID |
Their user ID in your CRM. |
|
Period |
The period the forecast submission was for, includes year, and quarter number or month number |
|
Period Year |
The year the forecast submission was for. |
|
Period |
The type of period the forecast submission was for (quarter or month) |
|
Period value |
The period the forecast submission was for. For example, if the submission was for Q3, we show 3. If the submission was for September, we show 9. |
|
Week |
The number of the week that the forecast was updated during the quarter (i.e. between 1-14). Note: 0 means that the forecast was updated before the start of the quarter. |
|
Category |
Indicates the forecast category the value is for. |
|
Value type |
Indicates whether the value is a forecast or target. |
|
Value |
The forecast! Arguably the most important column of all. |
|
Notes |
Any notes made alongside the forecast. |
|
Update date |
The date the submission was made. |
|
Start cadence |
The start date and time of that week's forecast window, as per the boards' cadence set in the board settings. |
|
End cadence |
The end date and time of that week's forecast window, as per the boards' cadence setting (as above). |
|
Submission type |
Indicates whether the submission was manual, automatic, or missing: Standard submission means the number was updated manually. Auto calculated means the number was automatically calculated from the actual number landed on for closed months plus the forecast number for open months in the quarter (when auto-calculation is turned on in the board settings). Missing submission means that there was no submission during the week's forecast window (as per the board cadence setting), so Gong updated the number with the previous week's number. |
Comments
0 comments
Article is closed for comments.