How to forecast pipeline revenue in HelloGrowthCRM
Build accurate revenue forecasts using stage probability, AI, and rep commit/best-case overlays. Track forecast vs actual every week.
What this guide helps you do
Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.
Need a broader overview first?
Go back to the Sales Pipeline section to browse more guides, compare related tasks, and choose a better starting point.
View all Sales Pipeline guidesHelloGrowthCRM produces three forecast views — weighted, commit, and best-case. We'll walk through configuring each and reading the forecast vs actual chart.
How to use this guide
Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.
What you'll need
- •Pipeline configured with stage probabilities
- •Pro tier or above
- •Quarterly or monthly revenue targets set
- •About 20 minutes to configure and review
- 1
Set revenue targets
Settings → Targets. Monthly or quarterly per rep, team, or workspace.
- 2
Open Reports → Forecast
Default view: current quarter weighted forecast vs target.
- 3
Switch between forecast views
Toggle: Weighted, Commit, Best case.
- 4
Reps tag commit/best-case
Reps tag deals: Pipeline (default), Best Case, Commit, Closed.
- 5
View per-rep forecast
By rep view shows weighted/commit/best/actual vs target. Color-coded.
- 6
Add overlays
Last quarter, trailing 4-week pace, AI forecast.
- 7
Set forecast snapshots
Settings → Forecast → enable weekly. Monday 9 AM IST snapshot.
- 8
Schedule forecast emails
Email summary to managers/execs weekly.
- 9
Compare forecast vs actual
At quarter end: Forecast vs Actual report shows snapshot trajectory.
Frequently asked questions
How is weighted forecast calculated?▾
For every open deal: probability × amount, summed across deals expected to close in period.
Can I forecast a custom period?▾
Yes — date picker. MTD/QTD/YTD presets.
Does forecasting include renewal pipeline?▾
Only if tagged forecast_eligible = true with stage in the pipeline.
How accurate is AI forecast vs weighted?▾
Typically 5-15% more accurate, especially in back half of quarter.
Can I forecast at product/SKU level?▾
Yes if line items used. Group by Product.
Forecast not refreshing?▾
Recalculates every 15 minutes. Force refresh in top-right.
Related articles
See it in product
Try it yourself
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Still need help?
If this article does not match your account setup, rollout stage, or edge case, review more guides in Sales Pipeline or contact our team for direct help.
Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.
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