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    Submit your forecast
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    Submit your forecast

    • 1 minute read
    • Contributors
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    Article summary


    Who's this for: Account Executives
    Where to go: Deals > Forecast

    Note

    Working with Forecast requires an Forecast seat.

    If you're quota-carrying, you’ll get a reminder when it’s time to submit your forecast for a specific line of business. For example, if you're set to submit your "New business" forecast every week, you'll get a weekly reminder. Until you submit your forecast, you’ll see whether the forecast is due or overdue.

    How to submit your forecast

    1. Tap the reminder or go to Deals > Forecast.

    2. If you tap the reminder, the board and timeframe are preselected for you. If you enter manually through Deals > Forecast, you'll need to select them.

    3. Select the forecast category you want to update and tap its card.

    4. Update your forecast for the selected category. Leave notes for your manager to add context.

    5. Click Update. When you complete all categories in a selected line of business, you'll be notified through the mobile app, and your manager will be notified through the desktop app.

    6. Repeat steps 1-5 for every line of business.Tap the reminder or go to Deals > Forecast.

    Don’t have the app yet?

    Scan the QR code and download it

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