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How to submit and track Forecasts in Avoma

Forecast accuracy is critical for planning revenue. Avoma’s Forecast Submission feature helps reps submit forecasts backed by real deal data — and gives managers full visibility into changes over time to improve forecasting each quarter.

This guide explains who can use Forecast Submission, what’s required to access it, and clear step-by-step instructions to submit and review your team’s forecasts.

Prerequisites

Before you use Forecast Submission:

  • You must have the Revenue Intelligence add-on to access Forecast feature.
  • Your CRM (e.g., Salesforce, HubSpot) must be connected to Avoma to sync deal data.
  • Only Manager roles and above can approve and roll up team forecasts.

Next Step: Read the CRM integrations guide or check your Billing page to upgrade your plan.

How to find Forecast Submission in Avoma

Open the sidebar and go to Revenue Insights → Forecast to access your Forecast Board.
You’ll see the Forecast Submitted column next to your pipeline view. Or Click here to open your Forecast Board directly.

Forecast Submission and History - Screen #01

How to submit a forecast

After you open your Forecast Board (Revenue Insights → Forecast), you can submit forecasts in two ways:

Option 1: Submit a forecast for the entire team

1. In the Forecast Submitted column, click Edit next to your team’s row. 

Forecast Dasboard ✅

2. In the Submitted Deals tab, enter:
    • Pipeline
    • Period
    • Your Submission amount
    • Included Deals Value
    • Description (optional context)
3. Click Update Forecast to save.


Option 2: Submit a forecast for an individual team member

1. Click on your team’s name

2. Find the team member’s name — their row will have the Forecast Submitted column on the right.

Forecast Submission and History - Screen #02

3. Click the Edit icon in that column to open the submission window.

Forecast Submission and History - Screen #06

4. After you click on fill in the same details:
    • Pipeline, Period, Your Submission, Included Deals, and Description.
5. Click Update Forecast to save the individual forecast.


Tip: Managers can submit forecasts for the whole team or for specific reps, depending on how you track targets.

How to track forecast history

  1. In the same window, open the History tab.
  2. Here you can see:
    • Changes to Your Submission and Included Deals Value.
    • Deals added or removed over time.
    • Notes explaining edits.

When deals move out of the selected period, they’re automatically removed from the Included Deals, keeping your forecast value up to date.

Best practices for accurate forecasting

  • Keep your submission updated weekly to match real pipeline changes.
  • Use the Description field to explain special estimates or risks for your manager.
  • When deals close or move out of a period, Avoma updates your forecast automatically.

Next Steps