Using Forecast for Revenue Accelerator

Forecast provides sales teams with a centralized space for deal analytics and pipeline visibility. Admins and managers have access to analytics that feature options to configure formula calculations, status indicators, tracked metrics, and deal goals to best fit the needs of the organization.

Requirements for using Forecast

Table of Contents

How to access the Forecast page

Web
  1. Sign in to the Zoom web portal.
  2. In the top-right corner, click the Zoom Products icon .
  3. In the Zoom Products menu, click Revenue Accelerator .
    Revenue Accelerator will open in a new browser tab.

  4. In the side menu, click Forecast then the section that you want to access:

Windows | macOS | Linux
  1. Sign in to the Zoom desktop app.
  2. In the navigation bar, click the Revenue tab .
    Note: If you do not see the Revenue tab , click the More tab , then click Revenue .

  3. In the side menu, click Forecast then the section that you want to access:

How to manage overview in Forecast

In the Forecast overview page, you can find and configure all the commitment boards, and view all team and individual goals associated to those boards. Learn more about using boards in Forecast.

How to manage analytics in Forecast

In the Forecast analytics page, you can find report data for numerous metrics, such as pipeline trends, drivers to pipeline changes, and forecast accuracy. Learn more about using analytics in Forecast.

How to manage goals in Forecast

In the Forecast goals page, you can find and configure all individual goals and their available details, including team and individual goal records. Learn more about using goals in Forecast.

How to manage calculations in Forecast

In the Forecast calculations page, you can find all the basic and formula calculations used for forecast analytics. Learn more about using calculations in Forecast.

How to configure conditions

Forecast uses conditions in its board settings and calculation settings.
 
Subject
State
Value
Close date
  • Is between
[Input date range]
Created date
  • Is between
[Input date range]
Currency
  • Is any of
  • Is none of
[Select one or more currencies]
Days in stage
  • Is
  • Is not
  • Contains
  • Does not contain
[Input number]
Deal name
  • Is
  • Is not
  • Contains
  • Does not contain
[Input text]
Deal size
  • Is between
[Input number range]
Deal stage
  • Is any of
  • Is none of
Select one or more from the following:
  • Qualification
  • Discovery
  • Proporal/Quote
  • Negotiation
  • Closed Won
  • Closed Lost
Forecast category
  • Is any of
  • Is none of
Select one or more from the following:
  • Omitted
  • Pipeline
  • Best Case
  • Commit
  • Closed
Private
  • Is
Select one:
  • True
  • False
Probability
  • Is between
[Input number range]