Forecast

Forecast turns your open deals into a probability-weighted revenue projection. Reach multiplies each deal's amount by the probability set on the deal itself, and rolls the result up by close month, by pipeline stage, and by owner. Open it from the Forecast → link in the Deals toolbar.

How the forecast is calculated

Probability lives on the deal, not on its stage. The forecast weights a deal's amount by that probability:

weighted value = amount × (deal's probability, or 100 if none is set) ÷ 100

A $10,000 deal with a 60% probability contributes $6,000 to the weighted total. A deal with no probability set contributes its full amount: Reach treats an unestimated deal as fully expected rather than worthless. A deal with no amount contributes nothing to either total, though it still counts toward the deal count.

The KPI row

Four stat tiles summarize the current filter: Weighted forecast (with a small bar chart by close month and, when some deals have no explicit probability, the share of the value that does), Total pipeline (the raw sum, with the average deal size), Open deals (the count, with the close-date window it's counting within), and Avg probability (the weighted share of total value, shown with a ring gauge).

By close month and by stage

A By close month card charts total pipeline value as column height, with the weighted forecast as the solid portion and the probability discount as a hatched cap. Beside it, one card per pipeline breaks the same shape down by stage, with the average days spent in each stage noted underneath.

Deals with no expected close date can't land in a dated window. When any exist, both the by-close-month card and the Needs attention insight card call out how many there are and their weighted value, so they don't just vanish from the numbers.

Conversion funnel

Below the stage cards, each pipeline with a closed deal gets a conversion funnel: every deal that ever entered the pipeline, grouped by the furthest stage it reached (an open deal's current stage counts as its high-water mark). The header line shows the win rate, the won and lost counts, and the average cycle time in days.

Insights

Three more cards round out the page: Closed won (actual won revenue over the trailing six months, independent of the close-date filter), By owner (weighted forecast per rep, in the current filters), and Needs attention, which flags open deals that are overdue on their close date, have sat in the same stage 30 or more days, have no amount, have no probability, or have no close date at all.

Filtering

The filter bar offers three controls, and every change applies immediately: there's no Apply or Reset button.

• Pipeline: defaults to All pipelines.
• Owner: only appears when at least one open deal has an owner assigned; each option shows that rep's open-deal count.
• Closing: a date range matched against each deal's expected close date. Left blank, it defaults to today through 90 days out.

The forecast always scopes to open deals; there is no status filter on this page.

Currency display

When the page is empty

When no open deals match the current filters, the page shows “No open deals match these filters.” with a prompt to widen the close-date range or clear the pipeline and owner filters. If any open deals have no expected close date at all, a line beneath the message says so.