Forecast provides sales teams with a configurable list of basic and formula calculations as tools for pipeline analytics. This article goes into more detail about navigating the calculations page in Forecast, creating different types of calculations, and managing them.
(Optional) Under Description, enter a brief description of the calculation.
Under Base object, select Deals.
Under What's aggregated and how, select the aggregation type:
Count: Aggregate based on total count
Sum of: Aggregate based on total value
Avg of: Aggregate based on average value
Max of: Aggregate based on maximum value
Min of: Aggregate based on minimum value
Under What's aggregated and how, select the field to be aggregated:
Deal size
Probability
(Optional) Under Apply conditions, click Add condition then configure the fields of the condition for the calculation. Note: A calculation can have multiple conditions.
Under Define team member and date attributes, select the basis for which attributes can results be viewed
Team member attribute: Select Deal owner.
Date attribute: Select Close date or Created date.
To the right of the page, under Preview, select the Team and Period from the dropdown to test your calculation details and to make changes as needed.
Configure a formula calculation
Under Name, enter the calculation name.
(Optional) Under Description, enter a short label of what the calculation is for.
Under Base object, select Deals.
Under Formula, enter the formula to be calculated with the following options:
Click Add entity to choose the value of a specific forecast board, goal, or basic/formula calculation.
Click the Always treat missing values as zero toggle to enable or disable it.
Under Formatting, select the calculation's number type from the dropdown:
Number
Currency
Percent
To the right of the page, under Preview, select the Team and Period from the dropdown to test your calculation details and to make changes as needed.
How to manage a calculation in Forecast
In the Forecast calculations page, you can find all the calculations used for pipeline analysis.
Search for a calculation
To find a specific calculation to manage for editing, duplicating, or deleting, follow any of these steps:
To filter by name, enter the calculation name in the search field.
To filter by type, select Basic calculation or Formula calculation in the dropdown.
To the right of the calculation, click the more icon then Duplicate. The calculation creation window will appear populated with the details from the duplicated calculation.
then Edit.