Premium features
Premium forecasting helps sellers and managers improve their forecast accuracy by providing forecast projections based on data. To achieve this, premium forecasting uses AI-driven models that look at historical data and the sales pipeline to predict future revenue outcomes.
Features available in premium forecasting
The following premium forecasting features are available with the Sales Premium license.
Forecast predictions
Trend chart
Flow chart
Forecast predictions
Forecast predictions provide sellers with AI-powered forecasts that help them and their managers understand how much revenue their sales team can achieve. Predictions are calculated based on historical data and the current sales pipeline and are available at each level of the hierarchy.
To verify that the predictive forecasting feature is enabled in your organization, go to Change area > App settings > Forecast configuration. The Prediction column appears in a forecast grid when you select it as a column.
To learn more, see Configure forecasts in your organization.
Consider the following before you start using predictive forecasting, you must have:
More than 10 closed opportunities with values filled for the fields: Actual Value, Actual Close Date, Estimated Value, and Estimated Close Date.
Open opportunities with values filled for the fields: Estimated Value and Estimated Close Date.
Data should be real as in the usage scenarios for both closed and open opportunities. For example, the opportunity created date should be before the close date.
Predictive forecasting service selects forecast model according to the available data, so, larger volume of closed opportunities with more complete values result in getting more accurate forecasts.
Other filters created for the forecast don't negatively affect the outcome of the predictive forecasting model.
To optimize the accuracy of the predictive forecast model, consider activating and publishing predictive opportunity scoring.
Trend chart
The Trend chart provides a visualization of how each forecast amount is trending over time, comparing it against the period end prediction and quota. A separate predicted realization line is automatically created to project the future revenues over time.
The option Show in Trend Chart is available to add forecast columns to the trend chart while configuring the column in the forecast configuration. Only Roll up and Calculated column types can be displayed in the trend chart. To learn more, see Configure columns.
To understand how to use trend charts, see Understand forecast projection through trend charts.
Flow chart
The flow chart provides a visual representation of how the forecast changes between two moments in time. To learn more, see Analyze deals flow between snapshots.