Account Forecast Report
The Account Forecast provides a comprehensive view of your sales pipeline grouped by account, with forecast category breakdowns for revenue planning.
Access it from Reports → Account Forecast in the sidebar.
Controls
Time Period
Toggle between:
- Current Quarter — Active quarter pipeline
- Next Quarter — Upcoming quarter outlook
Scope (Managers & Admins)
- My Deals — Only your opportunities
- My Team — Your team's opportunities
- All — Organization-wide
Search
Filter by account name or industry.
Summary KPIs
| KPI | Description |
|---|---|
| Total Accounts | Number of accounts with active deals |
| Open Deals | Count of opportunities in the pipeline |
| Total Pipeline | Sum of all deal amounts |
| Weighted Value | Pipeline adjusted by probability |
| Avg Probability | Average close probability across deals |
Forecast Categories
Deals are categorized by likelihood:
| Category | Description | Color |
|---|---|---|
| Commit | High confidence — verbal/written commitment | Green |
| Best Case | Strong pipeline — likely to close | Blue |
| Pipeline | Active opportunities — standard probability | Amber |
| Upside | Early stage — potential but uncertain | Purple |
A stacked bar shows the distribution of pipeline value across categories.
Three Views
By Account
Expandable rows showing each account with:
- Total amount, deal count, weighted value
- Category breakdown table when expanded
- Click to navigate to account detail
By Forecast Category
Expandable rows grouped by category:
- Total deals, amount, and weighted value per category
- Account list when expanded
Flat Table
Sortable table with one row per account:
- Account, Industry, Deal Count, Total Amount, Weighted Value
- Per-category amounts (Commit, Best Case, Pipeline)
- Average Probability, Owner
- Click column headers to sort