Revenue Intelligence | Forecasting allows you to 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.

Admins can configure forecast models within Revenue Intelligence settings.

Customize the view

Use any of the following options to control which deals appear in the views.

Toggle pipelines

A pipeline is a defined set of deals configured by your admin in Revenue Intelligence 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 Revenue Intelligence 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.

Toggle between all forecast models or individual model

Use the toggle on the right side of the view to switch between all forecast models or an individual model. The modules displayed vary based on your selection.

Analyze all forecast models

The All Forecasting Models view provides the following modules to evaluate all forecast models.

• Summary: Average | Best Case | Worst Case
• Totals: Total Renewable Amount | Revenue Plan | Gap to Plan (%) | Current Open Pipeline | Current Closed Won | Current Churn
• Model Forecasts (per model): Revenue 
• Model Accuracy (per model): Start of Time Period Accuracy | Point-in-Time Accuracy
• Breakdown (per model): Closed Lost | Closed Won | Model Forecast | Change | Churn Forecast | Start of Period Accuracy (%) | Point-in-Time Accuracy (%)

Click inside individual tiles to view related records. Click View on an individual forecast to analyze more details specific to that model (see below).

Analyze an individual forecast model

The individual model view provides the following modules to evaluate the selected model:

• Summary: Forecast Call ($) | Change (last 7 days) | Churn Forecast
• Locked Forecast: Click to lock a forecast call or view details for a locked call
• Totals: Total Renewable Amount | Revenue Plan | Gap to Plan (%) | Current Open Pipeline | Current Closed Won | Current Churn
• Closed Won vs Forecasted: Time-based breakdown by Closed Lost | Closed Won | Model Forecast
• Model Accuracy: Start of Time Period Accuracy | Locked Forecast Accuracy (if available) | Point-in-Time Accuracy
• Forecast Deals: List of related records, broken down by tabs (Open | Closing Soon | Recent Changes | Closed Lost | Closed Won). Optionally run a guided pipeline review.

Click inside individual tiles to view related records. Click back to return to the All Forecasting Models view (see above).

Set locked forecast call

Within a forecast model, set a locked forecast call to capture a fixed, point-in-time forecasted amount as the official record for the period. 

Once a forecast call is locked, you can continue to adjust forecast values, but you cannot "unlock" the call. Locking a forecast call creates an audit trail.