Sales & CRM
Pipeline forecast
Predicted revenue by close date.
3 min readforecast, revenueUpdated 2026-05-25 · v2
Open in your workspace
Goes to /forecast
Why use this
Open Pipeline forecast when you need predicted revenue by close date so you can plan hires, spend, and cash.
Benefits:
- See predicted revenue by close date, not just open deal value
- Plan hires and spend off a forecast, not gut feel
- Spot quarters that look light before it hurts
- Brief stakeholders with one defensible number
What this is
The forecast view projects pipeline revenue by expected close date, weighted by stage probability.
Who can access it
Owner, admin, member, viewer, agency, founder.
What it does
- Weighted forecast by stage probability.
- Filterable by owner, product, region.
- CSV export.
How to use it
- Open /forecast.
- Pick a horizon (this month, this quarter).
- Drill into any segment.
Rules and limits
- Read-only.