How to configure Forecast Settings in Avoma

These settings make sure your forecasts stay aligned with your CRM data and your team’s structure.

How to find Forecast Settings in Avoma

Forecast Settings are part of Avoma’s Revenue Intelligence add-on. If you don’t have this add-on, you won’t see Forecast in your account.

To access Forecast Settings:

1. Go to Settings > CRM > Configure > Forecasting in your Avoma account or click here to open Forecast Settings directly.

Forecast Period 

Use the Forecast Period setting to choose whether your forecast cycles are tracked Monthly or Quarterly. 

• This sets the default forecasting period for your entire organization.
• You can update this anytime if your sales cycle changes.

Forecast Amount

Use the Forecast Amount to decide how the amount appears in your forecast view. The options shown here are synced directly from your CRM.

• Total Amount: Shows the actual deal amount stored in your CRM.
• Weighted Amount (Coming Soon): Uses weighted amounts based on stage probabilities set in your CRM.

Forecast Dashboard
Choose how forecasts are shown on your dashboard using Forecast Dashboard: 

• Simple Forecast by Deal Stage:
  Select which deal stages (e.g., Review with Customer, Send Proposal, Closed Won, etc.) you want to include.
• Simple Forecast by Forecast Category:
  Choose forecast categories like Pipeline, Best Case, Commit, or Closed Won.
• Aggregated Forecast:
  Combine multiple categories into broader buckets such as Best Case, Most Likely, or Commit. Use the category selectors to customize how each bucket is calculated.

Forecast Teams

Choose which teams appear in your Forecast and Targets dashboards.

• If you don’t select any teams, Avoma will show all teams by default.
• If you select specific teams, only those teams will be visible for forecasting.

Use this to make sure only relevant sales or revenue teams are included in forecasting and pipeline reviews.

Forecast Access Controls

Use access controls to decide who can view and edit forecasts and targets for each selected team. By default, all members of the selected teams can access and update forecasts.

You can adjust this access to match your org’s structure: