Sales
Forecasting and goals
See commit and best case by owner and period, and track team goals.
Last reviewed October 3, 2026
Forecast
- 1Open Forecast and pick a period.
- 2Review weighted pipeline, commit, best case and closed won to date for each owner.
- 3Set a quota for each person to compare against.
Goals and leaderboard
- 1Open Goals and create a goal for revenue won, deals won or activities.
- 2Progress bars and the leaderboard update as work is logged.