Who can use this feature?
- All roles with access level "standard" or higher
- Available to beta participants
Post-Sales Forecasting provides a centralized view of deal execution, pipeline health, and forecasting—helping teams apply consistent revenue rigor to renewals.* With pipeline management, multi-model forecasting, and guided deal reviews, teams can track their pipeline, make confident forecast calls, and explain changes over time.
*Expansion pipeline types coming soon!
What you can do with Post-Sales Forecasting
Once enabled, you can find Post-Sales Forecasting from the left navigation. It includes:
-
My Deals: Guided deal updates
Manage the deals you own (or your team's) and understand how those deals impact the forecast. Use guided, time-based reviews to assess deal health, identify risk, and keep deal updates consistent. -
Forecasting: Projected outcomes
Model, compare, and evaluate revenue outcomes using multiple forecasting approaches. View forecasts from different perspectives, track accuracy over time, and understand how deal updates influence projected revenue. -
Pipeline Overview: Actual outcomes
View pipeline performance based on actual deal outcomes, before forecast assumptions are applied. Toggle between predefined pipeline segments—such as enterprise vs. SMB—to analyze coverage, progress, and gaps across different time periods. -
Deals Board: Stage progression
Track all active deals across defined stages to understand movement, time in stage, and where deals may be stalling.
What you need to know
- Admins can configure general Post-Sales Forecasting settings, including pipelines and forecast modules. Certain modules may not be available until the required settings are completed.
- The My Deals view is role-based and updates dynamically by Catalyst user role. Learn more.
FAQs
Q: Can I set a default pipeline for my views?
A: Not at this time.