Where to go: Deals > Forecast > Progress
The Progress tab shows you your forecast trends over a selected time period for the selected line of business.
By default, the Progress tab is filtered to the same line of business, time period and team you viewed in the Forecast tab.
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Above the chart, pick the forecast category that you want to see trends for.
Tip
Change what team you see (this capability is based on permissions):
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Click the chevron at the top left of the board to navigate up your org chart.
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When looking at a manager of the manager, click the name of a manager in their team to drill into that team.
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Similarly, when looking at a manager, click the name of a team member to see only their forecast.
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Click the current manager's name and then search for a team member or manager to jump to their board.
Use the trend chart to stay on top of 4 key forecast metrics, easily see your progress in actual sales, understand what your pipeline coverage is in each forecast category, and validate your team's numbers against reality.
Scroll over the chart to see more details:
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The stacked bars show you the value of all deals in the selected category, per week
Weeks run from the forecast lock time to the next forecast lock.
Week 1 is from midnight at the end of the month of the previous period, and until the first forecast lock of the selected period.
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The forecast categories are stacked in the order they are defined in Forecast settings.
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The orange line indicates the forecast of the team under the selected manager
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The purple line indicates the forecast of the selected manager
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The dotted line indicates the team's target
Note
Missing values
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In the event that someone did not update their number, we carry over their last submitted number in the period. Go here to understand the finer details of how we handle missing info.
Track changes in and out of each forecast category for a selected time period. Click on the graph bar to see changes, including warnings, deal activity, and deal change details.
Changes displayed inside each deal are based on the following 4 CRM fields: Forecast category, Stage, Close Date, and Amount. Change details include:
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Progress or setbacks in deal movement for a time period selected
See left and right-facing arrows for details about deal development. Red arrows indicate a deal setback. Green arrows indicate positive development. Read tooltips for more details about the change.
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Increases or decreases in deal value for a time period selected
See upward and downward-facing arrows for details about deal value changes. Red arrows indicate the reduced value and green arrows indicate increased value. Read tooltips for more details about the change.
For a breakdown of the change reasons, go here.
Changes are calculated by comparing the value of the deal at the beginning and the end of the selected period. Note that if the deal value is the same at the beginning and the end, any fluctuations during the time period are not shown in the chart.