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Update your forecast

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Naomi Papoushado
  • Updated

Where to go: Deals > Forecast

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.

  1. At the top of the forecast board, click the cell of the forecast number you wish to update.

  2. Update your forecast and add any additional context or notes for your manager.

  3. Click Save.

  4. 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.