Create multiple and condition based forecasts across different periods

• Role/Reporting to
  
• Territory
  

• Current - 4 Quarters / 12 months of current fiscal year
  
• Future - 4 Quarters / 12 months of the next fiscal year
  
• Completed - The previous 2 fiscal years
  

• Deal Revenue based forecasts - These are forecasts where the targets are based on currency fields like deal amount, expected revenue or other custom currency fields defined the deals module
  
• Deal Quantity based forecasts - These are forecasts where the targets are based on system defined fields like "count of deals" and other custom number fields
  

Introducing Best Case and Committed deals under "Forecast Category"

• Closed won - Deal was marked "Won"
  
• Closed lost - Deal was marked "omitted"
  
• Open - Deal was marked "Pipeline"
  

• Best case - Open deals that have a high chance of being won
  
• Committed - Open deals that sales reps commit to winning
  

Sales reps also have the option to update the forecast category in a specific deal manually, to the appropriate option when the situation calls for it. The deal amount will then be updated in your forecast during its next sync

Transparent split of deals in your pipeline for optimal targets

Zia offers target suggestions and predicts target achievement

Compare your performance across different forecast periods

• Total target
  
• Achievement
  
• Gap
  

Archived Forecast

• The forecast list view displays up to 2 completed years' data. Now, the forecasts created beyond these two years will be archived automatically.
  For example, suppose the current forecast is for Q3 2021. The list view has records for completed forecasts since Q1 2019. The forecasts before Q1 2019 would be archived.
• If a forecast configuration is edited, the current and future forecasts based on old configuration will be deleted while the completed forecasts will be archived.
  For the above example of point 1, if you edit the hierarchy or any other configuration, the completed forecasts will be archived, and the current forecast for Q3 2021 will be deleted along with any future forecasts created.

1. Completed forecasts over two years from the current year will be archived. For example, if the current year is 2022, forecasts of 2021, and 2019 will be available on the forecast list view page. Forecasts older than 2019 will be archived.
   
2. Forecasts will be archived automatically upon editing forecast configuration- changing either the hierarchy or forecast type.
   For example if the Hierarchy is Reporting To, and its changed to Territory, or edit the forecast type, the existing forecasts would be archived.
3. Forecast will be archived if the hierarchy preferences are modified in Company Details.
   

• The archived forecasts cannot be edited, they are just for viewing purposes. Users can delete a forecast.
  
• Up to 5 years of forecasts records would be available as archive.
  
• Changing when the Fiscal Year of your org begins, say changing it from January to April, will delete all the existing forecasts as well as the archived forecasts.
  

Empowering forecast managers