Who can use this feature?
- All roles with access level "standard" or higher
- Custom feature permissions may apply
- Available on all plans
Post-Sales Forecasting | My Deals is a guided workspace to manage the deals you own and understand how those deals impact the forecast. Use guided, time-based reviews to assess deal health, identify risk, and keep deal updates consistent.
Understand deal ownership
Admins can define the deal owner (per pipeline) in Post-Sales Forecasting settings. Once set, the My Deals view displays deals owned by the logged in user.
Manager Access
Setting up Direct Reports
- Navigate to Catalyst Settings and select the Users tab.
- On the Users tab, you will find a new column titled
Managed By, which lets direct reports specify who their manager is, establishing a manager-direct report relationship. - Next, select the team member you wish to be the direct report. This will open up the team members' related fields and display the new
Managed Byoptional field. - Within that field, you can select the team member who will take on the manager role.
- Once selected, saving the new changes will solidify the direct report-manager relationship in My Deals.
Managers can then head over to My Deals and view all their direct reports' deals and updates in real-time.
Filtering by Deal Owner
∙ Select a single rep to focus on one team member’s portfolio
∙ Select multiple reps to view a combined team snapshot
∙ Select yourself if you also own personal deals
As you update the filter selection, the page will dynamically refresh to reflect the chosen deal owners — including how their deals are impacting the forecast, any forecast value changes they’ve submitted, and the comments they’ve left on individual deals.
Customize the view
Use any of the following options to control which deals appear in the view.
Toggle pipelines
A pipeline is a defined set of deals configured by your admin in Post-Sales Forecasting settings. If more than one pipeline is available, use the pipeline toggle to switch between pipelines and control which group of deals are included.
Toggle time periods
Admins can define the starting month of the fiscal year in Post-Sales Forecasting settings. Once configured, Catalyst provides quick filters for switching between time periods, including:
- Current quarter (e.g., FY26 Q4)
- Current fiscal year (e.g., FY26)
-
Other: Select another time period by one of the following breakdowns:
- Previous fiscal year (e.g., February 1 - January 31)
- Quarters (e.g., February 1 - April 30)
- Halves (e.g., February 1 - July 31)
Apply custom filters with advanced logic
Use advanced filter logic to set custom conditions for which deals are included.
Run a deal review
Admins can define deal review cadence per quarter Post-Sales Forecasting settings. If configured, you'll see a "Needs Review" tab in your view according to the cadence selected (every 7, 14, 30 days).
If no frequency is specified in Post-Sales Forecasting settings, there won't be a "Needs Review" tab visible.
Starting a deal review workflow helps you keep forecasts accurate by ensuring regular updates. Changes roll up automatically into the Forecast and relevant Pipeline Overview views, providing real-time visibility to managers and leaders.
Updates to forecast essential fields automatically refresh the summary and forecast call, even if you don’t use a deal review. If these fields are bidirectionally synced, changes made outside of Catalyst will still roll up to your forecast within Catalyst.
- From within Post-Sales Forecasting, open the My Deals view.
- Customize the view to control which deals you want to analyze.
- From the list of deals, click the tab for the deals you want to review (i.e., Needs Review | Closing Soon | Overdue | Closed | All Open Deals).
- Click Run Deal Review to launch the guided workflow.
A mini-form appears with details for the first deal to review. - For each deal, examine key information such as:
- Overview: Account health, days until close, last reviewed
- Objects*: Related tasks, notes, calls, emails associated with the deal
-
Reports: Custom visualizations associated with the deal
*Contact objects coming soon. In order to see calls and emails, there must be an account association for the object selected as your pipeline type.
- Update forecast essentials (defined by your admin). Common examples:
- Next step: Enter details about your planned action items related to this deal.
- Amount: Enter an updated deal value (if different).
- Optionally add comments for context or to communicate with your manager. (Any changes to next steps and amount are automatically logged as comments.)
- Click Mark Reviewed & Next to review the next deal in the list.
-
After completing all deals (or exiting mid-review), access the full Review Summary to see:
- Which deals were updated
- Changes made
- Add additional comments to explain your changes and plan out next steps
- Impact on the forecast:
- Total Forecast Change: The overall delta, including all deals that were reviewed or updated.
- Marked Reviewed: Deals explicitly marked as reviewed during a deal review session.
- Changed: Deals where revenue was updated, whether or not they were marked reviewed.
- Increased: Deals where forecasted revenue rose from its original value.
- Decreased: Deals where forecasted revenue fell from its original value.