Overview
The Unified Forecast blends ML predictions, manual commit, and execution health into a single, risk‑adjusted view. Use the Simplified Dashboard for quick review and the Forecast Command Center for deeper analysis.
Open Playbook: Revenue Playbook • Pipeline Playbook
Forecast in the Simplified Dashboard
- Forecast Range: Low / Most Likely / High values with a visual range bar
- Confidence Badge: Color‑coded; click the info icon for context
- Components: Expand to see ML forecast, manual commit, and execution score
- Drill‑down: Link to Pipeline Intelligence for qualification depth
Forecast Command Center
Path: /revenue-intelligence/forecast-command-center
- Confidence Range Header: Unified score and headline with trend indicator
- Forecast Chart: Actuals, ML forecast, and confidence bands
- Log Scale: Toggle for mixed magnitude datasets
- Risks: Top revenue risks with severity and executive summary
- Actions: Required actions by owner with prioritization
- Exports: Email, Excel, and PPT for forecast readouts
For team coaching and scenario planning with these insights, see the Pipeline Playbook.
Role Views and Periods
- Role View: CRO/VP/Manager — changes data scope (org/team/individual)
- Periods: Presets and date range metadata (label, range, timezone)
Related Settings
- Forecast Settings: Configure sources, weights, and visibility
- ML & AI Settings: Model readiness, training progress, and confidence metadata
- Metrics Settings: Surface forecast‑relevant KPIs
Best Practices
- Use range for scenario planning; don’t rely on a single number
- Watch trend direction in weeks 2–6 of a quarter
- Address top risks to lift confidence ahead of forecast calls