💬 RevOps Discussions

FChabert
Membre

Fetch forecasted deals

Résolue

I am wondering where i can find the deals that were forecasted when the forecast has been submitted.. it's very painful not finding which deal has been pushed forward in time..

 

I create a simple example below: 

 

1st of January i do my forecast for New Business deals closing this month. 

Deal A : close date 15/01 - 1000€ amount

Deal B: close date 15/01 - 1000€ amount

I forecast and save 2000€ for those 2 deals as i'm confident. 

 

25 of january, i come back to check how my month is going compared to my forecast submission. 

Deal A: close date moved to 15/02

Deal B: close date moved to 15/02

 

There is no more deal in my view when i come back the 25th of january and i can't recall or find what where the deals making the 2000€ forecast the 1st of January. 

 

Any advice here on how to fetch deals that were forecasted at a certain time ? 

 

0 Votes
1 Solution acceptée
Shadab_Khan
Solution
Guide | Partenaire solutions Elite
Guide | Partenaire solutions Elite

Fetch forecasted deals

Résolue

@BérangèreL Thanks for the tag

 

@FChabert Natively this is the best you can you do in my knowledge

Reports ➝ Sales ➝ Deals Push Rate Report

 

Screenshot 2024-01-19 at 7.58.10 PM.png

For more robust functionality you might wanna build some custom properties with Dates like

  • Expected Closed Date
  • Actual Close Date
  • Expected Close Amount

etc and them use them fit your use-case

 

Stay Awesome & Keep Doing it BIG 🔥 

Found my solution helpful? mark it as accepted

Voir la solution dans l'envoi d'origine

2 Réponses
Shadab_Khan
Solution
Guide | Partenaire solutions Elite
Guide | Partenaire solutions Elite

Fetch forecasted deals

Résolue

@BérangèreL Thanks for the tag

 

@FChabert Natively this is the best you can you do in my knowledge

Reports ➝ Sales ➝ Deals Push Rate Report

 

Screenshot 2024-01-19 at 7.58.10 PM.png

For more robust functionality you might wanna build some custom properties with Dates like

  • Expected Closed Date
  • Actual Close Date
  • Expected Close Amount

etc and them use them fit your use-case

 

Stay Awesome & Keep Doing it BIG 🔥 

Found my solution helpful? mark it as accepted

BérangèreL
Gestionnaire de communauté
Gestionnaire de communauté

Fetch forecasted deals

Résolue

Hi @FChabert,

I love to read your post, thank you for asking the Community!

First, I'd like to share these articles that might be of interest:

- Set up the forecast tool
- Use the forecast tool

I'd like to also invite some of our Top Experts to this discussion: Hi @Jonno_Price, @johnelmer and @Shadab_Khan do you have suggestions to help @FChabert, please?

If anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thank you very much ❤️ and have a fantastic day!

Best,
Bérangère


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