Forecast Revenues
The cross-team revenue forecast — Commit, Best Case and Pipeline numbers rolled across new and existing motion, with weekly snapshots and variance against plan.
Forecast Revenues is the cross-team forecast dashboard. It rolls Commit, Best Case and Pipeline up to a single number (or breakdown by team) and compares against Revenue Planning targets.
Open it
In funky bont, Forecasting → Forecast Revenues.
Key widgets
- Quarter forecast — Commit / Best Case / Pipeline for the current quarter, plus closed-to-date.
- Variance to plan — gap between Commit and the Revenue Planning target. Green if covered, red if behind.
- Weekly snapshots — Friday-on-Friday history showing how forecast moved during the quarter. Reveals which reps are sandbagging vs. over-committing.
- By team / motion — drill down to a team or to the new vs. existing motion.
How the numbers get there
Each deal's forecast category (see Adjusting a deal's forecast category) determines whether it counts in Commit, Best Case, Pipeline or Omitted. Categories come from Forecasting rules unless overridden manually.
Forecast New Revenues
The pipeline forecast chart projects new-business revenue and gives you controls to shape the view.
- Cumulative vs Monthly — toggle the chart between Cumulative and Monthly. In Cumulative mode a From start-month selector appears, setting where the running total begins.
- Date basis — choose which date buckets each deal: Set Close Date (the close date the rep set) or Expected Close Date (bont's predicted close date). These are shown as explicit toggle options.
- Deals Created Forecast — a chart that forecasts monthly pipeline inflow using seasonal and growth trends, plotting Actual vs Theoretical vs Target. The current month shows the actual deals created so far alongside the forecast.