Using goals in Forecast

Forecast provides sales teams with a configurable list of deal goals with options to import and export goal record files for teams and individual members. This article goes into more detail about navigating the goals page in Forecast, creating deal goals, and managing them.

Learn more about using Forecast for Revenue Accelerator.

Requirements for using goals in Forecast

Pro, Business, or Enterprise account
Licensed user with both a Zoom Revenue Accelerator Essentials license and a Forecast add-on license, both a Zoom Revenue Accelerator Elite license and a Forecast add-on license, or a Zoom Revenue Accelerator Elite license

How to access goals in Forecast
How to add a goal in Forecast
How to manage goals in Forecast

How to access goals in Forecast

Web

Sign in to the Zoom web portal.
In the top-right corner, click the Zoom Products icon .
In the Zoom Products menu, click Revenue Accelerator .
Revenue Accelerator will open in a new browser tab.
In the side menu, click Forecast then Goals.

Windows | macOS | Linux

Sign in to the Zoom desktop app.
In the navigation bar, click the Revenue tab .
Note: If you do not see the Revenue tab , click the More tab , then click Revenue .
In the side menu, click Forecast then Goals.

How to add a goal in Forecast

To create a deal goal with the option to import a matching CSV record list, follow these steps:

In the top-right corner, click Add goal.
The goal creation window will appear.
Under Goal info, enter the following details:
- Name: Enter the goal name.
- Type: Select the goal type:
  - Currency
  - Unit: If selected, enter the display template text using &value.
- (Optional) Description: Enter a short description that provides context for the goal.
Under Goal data, click Upload to import a CSV record list that matches the goal template.
In the top-right corner, click Save.

How to manage goals in Forecast

In the Forecast goals page, you can find and configure all the deal goals and their available details, including team and individual goal records.

View goals

The goal page displays a list of deal goals and provides the following basic information:

Name and description: View the goal name and a brief description for it.
Type: View the goal type.
- Currency: The goal is based on direct monetary value.
- Unit: The goal is based on another unit of value.
Created: View when the goal was created.
Last modified: View when the goal was last updated.
Records: View how many individual and/or team records exist for the goal.

Edit a calculation

To edit a calculation, follow these steps:

Scroll down the list or enter the goal name in the search field to filter the list.
To the right of the goal, click the more icon then Edit.
The goal editing window will appear.
Under Goal info, enter the following details:
- Name: Enter the goal name.
- Type: Select the goal type:
  - Currency
  - Unit: If selected, enter the display template text using &value.
- (Optional) Description: Enter a short description that provides context for the goal.
Under Goal data, click Upload to import a CSV record list that matches the goal template.
In the top-right corner, click Save.

Export a goal in Forecast

To manage one of your goals, follow these steps:

Scroll down the list or enter the goal name in the search field to filter the list.
To the right of the goal, click the more icon then Export to CSV.
Choose the location on your device to download the goal records as a CSV file.

Delete a goal

To delete a goal, follow these steps:

Scroll down the list or enter the goal name in the search field to filter the list.
To the right of the goal, click the more icon then Delete.
The delete confirmation dialog will appear.
Click Delete to permanently remove the goal.