Post-Sales Forecasting | Deals Board provides a visual, stage-based view of all deals included in a pipeline. Use this view to understand deal movement and where deals may be stalling.

Customize the view

Use any of the following options to control which deals appear in the views. Click on a deal to view more details.

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.

Toggle view layouts

Toggle between the following layouts:

• Board: Show deals grouped by stage, allowing you to quickly see volume and movement horizontally.
• List: Show deals in a table format with details such as stage, renewal date, and amount.

Group deals

Use the Group By option to group all deals in the view by the user who created the deal (Deal Owner field specified in Settings).