Forecast category change reasons

Deals can move in and out of forecast categories for many reasons.

We surface this information in two pivots:

We show changes that caused deals to move in and out of the forecast category in the forecast board panel Changes tab (see here).
Coming soon! We show changes in the total value of deals per forecast category in the Progress tab (see here). This

Deals in

Reason	Meaning
Amount increased	Deals where the deal amount increased
Pulled in	Deals that were set to close in the future, but were pulled into the current period
Pushed in	Deals that were set to close in the past, but were pushed into the current period
Deal owner	Deals where ownership was moved to you
New	New deals set to close in the current period
Actual sales	Deals that were actual sales (closed-won)
Added to team	Deals added to the team due to owner change or a change in org hierarchy
Moved into (category)	Deals that now match the forecast category, as defined in the forecast board settings

Reason	Meaning
Amount decreased	Deals where the dollar amount decreased.
Pulled out	Deals that were pulled into an earlier month or quarter
Pushed out (slipped)	Deals that were set to close in the current period, but slipped to a later close date
Deal owner	Deals where ownership was moved to somebody else
Lost	Deals that were closed-lost
Removed from team	Deals removed from the team due to owner change or a change in org hierarchy
Moved out of category	Deals that no longer match the forecast category, as defined in the forecast board settings