Bring forecasting rigor to your post-Sales revenue
Post-Sales Forecasting is officially live in Catalyst. This new module gives your team a centralized workspace to manage renewals, confidently forecast revenue, and run consistent deal reviews — all in one place.
Why this matters
Post-Sales Forecasting helps you:
- Improve forecast accuracy with multiple forecasting models and point-in-time locked calls
- Increase deal accountability through guided, time-based deal reviews
- Understand pipeline risk early with stage breakdowns and performance views
- Explain forecast changes over time with built-in visibility and audit tracking
Instead of stitching together spreadsheets, CRM exports, and offline forecast calls, your team can now manage revenue directly inside Catalyst — with shared visibility across ICs, managers, and leadership.
What’s included
Our initial release is focused on renewals, giving you the tools you need to manage, review, and forecast renewal revenue with confidence.
Here’s what’s available today:
- My Deals – A guided workspace for running structured renewal reviews and keeping forecasts current
- Forecasting – Model, compare, and evaluate renewal revenue outcomes across multiple forecasting scenarios
- Pipeline Overview – Analyze pipeline performance before forecast assumptions are applied
- Deals Board – Visualize renewal movement and potential bottlenecks
Here's what's coming soon:
- Expansion pipeline types
- Enhanced charts
- Manager view and contact visibility in My Deals
How to enable
Post-Sales Forecasting is now available in your left navigation for admins.
To get started, we recommend:
- Creating your first pipeline
- Setting up your forecast models
- Scheduling your first guided deal review
If you’d like help getting started or want to align the module to your current forecasting process, we’re happy to walk through setup with you. Explore the detailed walkthrough video, or join us for Post-Sales Forecasting office hours sessions in the Totango Community. Not a member yet? Here's how to create a community profile.
Playbooks are now workflows
We renamed Playbooks to Workflows to reflect the platform's evolution toward a more advanced orchestration engine.
API references that include “Playbooks” remain unchanged.