
Revenue forecast view
Allows you to see the revenue your team has already won and gives you a projection of the additional revenue they could bring in throughout the year.
What you'll learn
Forecast your revenue
Work with expected close dates
Filter your expected revenue into different data sets
Suggested
Contacts sync
1 min
Activities and calendar
3 mins
Calendar sync
1 min
Choose the best plan for you
5 min
Custom fields and filtering
3 mins
Deal rotting
2 mins
Detail view
2 mins
Email tracking
1 hour
Goals
3 mins
Group email
2 mins
How your data is organized
4 mins
Important fields
2 mins
Import data
5 mins
Insights
5 mins
Invite your team and start selling
2 mins
Leads inbox
3 mins
List view
5 mins
Pipeline view
3 mins
Revenue forecast report
2 mins
Sales inbox
3 mins
Scheduler
5 min
Smart contact data
2 mins
SmartDocs
9 mins