workflow · Sales & CRM
Forecast pipeline revenue
Read the forecast view.
3 min to completeforecastUpdated 2026-05-26 · v2
Launch this workflow
Opens /forecast in your workspace
Why use this
You read a weighted forecast for the month and quarter so revenue conversations stay grounded in numbers.
Benefits:
- Weighted by deal stage and value
- Drillable by segment
- Exportable CSV for finance
Who this is for: Owner, Member. Time to complete: ~3 minutes.
Outcome
You know the weighted forecast for this month and quarter.
Steps
- Open /forecast.
- Pick horizon.
- Drill into segments.
- Export CSV if needed.
Related
- help-forecast.