Tell us when forecast is due (in Forecast settings), and we'll take care of reminding your team. If you're forecasting for more than one line of business, you'll get a reminder for each.
The following notifications appear in Deals > Forecast:
|
FOR |
DESCRIPTION |
WHEN |
|---|---|---|
|
All |
|
Appears 24 hours before the "forecast due" time, and disappears when numbers have been updated |
We send the following Slack notifications for each forecast board:
|
FOR |
DESCRIPTION |
WHEN |
|---|---|---|
|
AEs |
A reminder that it's time to forecast |
1 hour before the "forecast due" time |
|
Frontline managers |
A summary of their direct reports1' forecast. The summary indicates who has updated (completed) their numbers, and who has not |
2 hours after the "forecast due" time |
|
Managers of frontline managers |
A summary of their direct reports' forecast - meaning frontline managers2 and quota-carrying individual contributors |
2 hours after the "forecast due" time |
Individuals can manage the Slack notification in their notification settings.
Tip
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