Where to go: Deals > Forecast > Forecast updates
Tip
If you're quota-carrying, you’ll get reminders in-app and in Slack (for orgs with Slack integration) when it’s time to update your forecast based on your org’s forecasting cadence.
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At the top of the Forecast updates tab, make sure the forecast board you use is selected.
Tip
If you need to forecast for more than one business segment, choose Business total to update all your numbers in the same board.
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At the top of the forecast board, click the cell of the forecast number you wish to update.
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Update your forecast and add any additional context or notes for your manager.
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Click Save.
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If you need to update your numbers for more than one line of business, select the additional line of business, and repeat steps 1-3.
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