Salesloft Admins determine what is visible on the team’s Forecast page. 

Customizing the forecast settings can make a big difference in how accurately your team can predict and manage sales performance. 

Here’s how to tailor the forecast experience to fit your team's needs:

1. Tailor Forecast Categories and Stages

Adjust rollup metrics to match your custom categories or stages. Create metrics for different scenarios like Closed + Commit or Commit + Best Case to reflect your team’s unique forecasting approach.

2. Customize Forecast Types and Terminology

Use terminology that fits your team’s language. Adjust forecast types (e.g., Best Case, Expected Case) and timeframes (monthly or quarterly) to align with your sales cycle.

3. Set a Custom Submission Schedule

While weekly updates are ideal, adjust the submission frequency to fit your team's workflow. If bi-weekly or monthly updates work better for your team, customize accordingly.

4. Create and Manage Forecast Segments

Segment your forecasts based on different teams or opportunity types (e.g., New Business vs. Customer Success). This helps manage various forecasts effectively and provides clear visibility into different parts of your business.

How do you customize your forecasting? Share your tips and experiences in the comments below!

#Forecasting #SalesOptimization #CRMCustomization #SalesManagement #ForecastStrategy

Additional Resources

• Introduction to Forecast
• Forecast Setup Checklist
• Forecast Weekly Trend Chart
• Submitting Forecast Numbers