The Forecasting page is split into two sections:
Extended Revenue Planning (existing revenue performance and retention)
Forecast New Revenues (new pipeline and future revenue forecast)
Use these views to spot gaps early, course-correct faster, and stay ahead of your targets.
Extended Revenue Planning
This section gives you a clear view of revenue health across your existing book of business.
What you can track
Current yearly revenue
Churned revenue from the last 12 months
Net Revenue Retention (NRR)
Targets vs. reality
Compare actual revenue and forecasted revenue against your targets to quickly spot underperformance and adjust before the quarter gets away from you.
Forecast New Revenues
This section focuses on what is coming next, and how reliable your growth forecast is.
1. ICP vs Non-ICP revenue
See how much revenue is coming from your ideal customer profile versus other segments. This helps you validate whether growth is driven by the customers you actually want.
2. Revenue vs targets
Compare performance against targets over time:
Month over month
Quarter over quarter
3. Deal pipeline forecast
A forward-looking view of pipeline performance, broken into:
Closed-won deals
Forecasted deals already in your pipeline
Forecasted future deals expected to be created
Your targets for the same period
You can switch the view depending on what you need:
Deal value/Deal count
Expected close date (calculated based on all available data) or Set close date (the date entered by the sales manager)
4. Deals created forecast (pipeline inflow)
Shows how much new pipeline is expected to be created over time.
Past months show actual pipeline inflow
Future months show forecasted inflow based on seasonal patterns and growth trends
This helps you catch pipeline creation gaps early, even when current pipeline still looks fine.
5. Conversion rate forecast
Forecasts upcoming conversion rates using historical patterns, so you can see whether your pipeline is expected to convert better or worse in the coming months.
6. Deal duration forecast
Shows average sales cycle length in days and forecasts future deal duration based on past deal trends. This helps you anticipate whether deals are likely to close faster or slower.
