Custom Forecast Report with ARR and TCV Metrics

[TVaz]

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!

[janek]

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 @eburnaman @Bryantworks - Do you have any insight or recommendations for @TVaz ?

Thank you!

[PamCotton · Accepted solution]

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

[Jnix284]

@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.