What is it?
You now have the power to set a consistent forecast submission cadence for your team and send automated reminders to ensure timely submissions.
Why does it matter?
Managers have long struggled to implement consistent forecasting processes. Without built-in structure or reminders, getting reps to submit forecasts reliably often means manually tracking them down, leading to low participation and incomplete data. This not only wastes valuable time but undermines accuracy and trust in your forecasts. Before today, submission status indicators offered some visibility into the recency of submissions, but lacked due dates, flexibility, and reminders.
With this new feature, you can:
- Ensure complete, up-to-date forecasts without chasing reps
- Make reps' lives easier with reminders
- Say goodbye to scattered spreadsheets and manual follow-ups
By driving better rep participation, you’re improving both your team’s forecasting hygiene and your visibility into pipeline health so that you can proactively spot and mitigate risks.
How does it work?
- Admins can navigate to Sales > Forecast. From here, select Actions > Set submission cadence. Check the box to "Set a forecast submission schedule" and configure the desired submission start date, due time, and cadence (every weekday, weekly, biweekly, or monthly). Select the teams you would like the schedule to apply to.
- Admins can opt for reminders to be sent to all users on the selected teams to make forecast submissions by the due date. Reminders will be delivered in-app or via email, depending on the recipient's notification preferences. Reminders can also be turned on for Slack and Microsoft Teams integrations using notification profiles for users. Reminders will include a direct link to the rep's personal forecast view where they can optionally select deals to include in their submission.
- Once configured, submission status indicators in the forecasting app will give reps visibility into upcoming due dates and give managers visibility into who has completed their submission and who hasn't.
Who gets it?
Professional Customer Platform, Enterprise Customer Platform, Sales Pro, Sales Enterprise, Service Pro, Service Enterprise