Goals not showing up in Forecast

[tjsimpson]

Hey all. I have tried putting in a 'Revenue' and 'Revenue Forecast' goal in the goals tab and they are not showing up in the Forecast tab. Oddly, one time it did work but I went to switch the cadence from monthly to quarterly and now they are not showing up again. Has anyone else experienced this issue?

[kennedyp · Accepted solution]

Hey @tjsimpson! Switching the cadence will do that. You want to make sure that your filters for that view match exactly the cadence and pipeline of your goals. They also must be Revenue Forecast goals! 

Hey @Jigar_Thakker & @Syeda_Fatima you have helped on some similar Goal/Forecast threads. Any other best practices to share when analyzing Revenue Forecast Goals? 

[tjsimpson]

@kennedyp thanks for your reply. I did notive they must be Revenue Forecast goals and made that change and also synced up the cadence i.e. quarterly in the Forecast settings as well as in the actual Goal creation settings. It turns out I was just impatient and after about 15-30 minutes the Forecast started showing up. I am not sure if it is normal that there is a delay but it is working now.

[kennedyp]

So glad to hear it is working, @tjsimpson! A small delay is not uncommon, but definitely feel free to reach out if you notice extended delays.