topic Re: Custom Forecast Report with ARR and TCV Metrics in Dashboards & Reporting

Custom Forecast Report with ARR and TCV Metrics

TVaz — Thu, 01 Aug 2024 10:28:18 GMT

Hey everyone,

I'm hoping someone here can help me out. I'm trying to set up a forecast report using the Sales Professional plan, and I'm running into a bit of a snag. Our default deal amount is TCV, but for one of our products, we also need to track ARR.

I've set up properties to track ARR in our reports, but the Forecast tool only shows TCV and not ARR. Does anyone know if there's a way to create a custom forecast report that shows both ARR and TCV in the Sales Professional plan?

Thanks a lot!

Re: Custom Forecast Report with ARR and TCV Metrics

PamCotton — Thu, 01 Aug 2024 21:59:47 GMT

Hey @TVaz, thank you for posting in our Community.

The Forecast tool in the Sales Professional plan primarily shows TCV, but you can still track both TCV and ARR by creating a custom report. Go to the Reports section, select 'Custom Report Builder,' and use 'Deals' as your data source. Include the TCV and ARR properties and configure the report to sum these values. While the Forecast tool itself might not display both metrics, custom reports can provide the detailed tracking you need.

I hope this helps,

Pam

Re: Custom Forecast Report with ARR and TCV Metrics

janek — Thu, 01 Aug 2024 22:01:47 GMT

Hi @TVaz

Thanks for reaching out to the Community!

I wanted to invite our subject matter experts to this conversation to see if they have advice.

Hi @Jnix284 @Anonymous @Bryantworks - Do you have any insight or recommendations for @TVaz ?

Thank you!

Re: Custom Forecast Report with ARR and TCV Metrics

Jnix284 — Sat, 03 Aug 2024 00:20:27 GMT

@TVaz if you have any trouble building out the custom report as @PamCotton suggested, you can share screenshots of the steps you've taken and we can help further build it out here.