---
title: Guide to Avoma Forecast Tool
description: Learn how to use Avoma’s Forecast Tool to track revenue, analyze pipeline health, and submit accurate sales forecasts.
---

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1. [Avoma Help Center | Documentation, Guides & Support](https://help.avoma.com/?hsLang=en)
2. [Revenue Intelligence](https://help.avoma.com/revenue-intelligence?hsLang=en)
3. [Forecast](https://help.avoma.com/revenue-intelligence?hsLang=en#forecast)

# Guide to Avoma Forecast Tool

## Most forecasting fails when teams rely only on static CRM fields, manual spreadsheets, or rep gut feel. Avoma’s Forecast Tool uses AI-powered insights and real-time conversation data to give you a clearer, more accurate view of your pipeline — so you can forecast with confidence.

#### **How to find Forecast in Avoma**

- Open the sidebar and go to **Revenue Intelligence \> Forecast** or click [here](https://app.avoma.com/revenue/forecast)to open it directly. Here you’ll access your forecast dashboard, pipeline health, targets, and submission panel.

![Complete Guide on Avomas Forecast Tool #01](https://help.avoma.com/hs-fs/hubfs/Complete%20Guide%20on%20Avomas%20Forecast%20Tool%20%2301.png?width=670&height=390&name=Complete%20Guide%20on%20Avomas%20Forecast%20Tool%20%2301.png)

 

#### **Prerequisites**

To use Avoma’s Forecast Tool:

- Your CRM must be connected to Avoma. This ensures your forecast data stays accurate and up to date. Supported CRMs include **Salesforce**, **HubSpot**, with **Zoho** and **Pipedrive** coming soon.
- You need the **Revenue Intelligence add-on.**

If you don’t see Forecast in your account, it likely means you don’t have the Revenue Intelligence add-on yet. To get access, go to [your **Billing** page](https://app.avoma.com/settings/licenses) to update your plan with the Revenue Intelligence add-on or contact your **Customer Success Manager (CSM)**. 

**Need help connecting your CRM? Check the[integrations guide](https://help.avoma.com/integrations?hsLang=en).**

#### **Key features of Forecast**

### **Real-time revenue tracking**

Track your team’s revenue attainment in real time across all active pipelines. See whether you’re on target, spot risks early, and act fast to keep deals on track.

### **Pipeline health analysis**

Monitor pipeline health with clear insights into high-risk deals, pipeline growth or shrinkage, and weekly or monthly pipeline movement trends.

![Complete Guide on Avomas Forecast Tool #02](https://help.avoma.com/hs-fs/hubfs/Complete%20Guide%20on%20Avomas%20Forecast%20Tool%20%2302.png?width=670&height=377&name=Complete%20Guide%20on%20Avomas%20Forecast%20Tool%20%2302.png)

#### **How to use Avoma’s Forecast Tool**

### **1. Customize forecast settings**

- Go to **Revenue Intelligence \> Forecast** in your sidebar 

![Complete Guide on Avomas Forecast Tool #01](https://help.avoma.com/hs-fs/hubfs/Complete%20Guide%20on%20Avomas%20Forecast%20Tool%20%2301.png?width=670&height=390&name=Complete%20Guide%20on%20Avomas%20Forecast%20Tool%20%2301.png)

- Click **Forecast Settings** at the top right or [click here](https://app.avoma.com/settings/crm/forecast) to open your **Forecast Settings**.

![Complete Guide on Avomas Forecast Tool #03](https://help.avoma.com/hs-fs/hubfs/Complete%20Guide%20on%20Avomas%20Forecast%20Tool%20%2303.png?width=670&height=390&name=Complete%20Guide%20on%20Avomas%20Forecast%20Tool%20%2303.png)

- **Select metrics:** Choose key metrics like total sales revenue, deal count, or win rates.
- **Customize views:** Arrange your dashboard to spotlight the information that matters most to your team.
- **Save configurations:** Save your setup so you can easily reuse it later.

**Next Step:** Learn how to [customize Forecast settings](https://help.avoma.com/forecast-settings?hsLang=en)

### **2. Manage your forecast targets**

[Click here](https://app.avoma.com/revenue/forecast/targets) to manage your team **Targets**, or go to **Revenue Intelligence \> Forecast** and click ** Manage Targets** at the top right.

- **Set targets:** Define your team’s sales targets for each forecast cycle.
- **Adjust when needed:** Update targets as deals progress or business conditions change.

![Complete Guide on Avomas Forecast Tool #04](https://help.avoma.com/hs-fs/hubfs/Complete%20Guide%20on%20Avomas%20Forecast%20Tool%20%2304.png?width=670&height=389&name=Complete%20Guide%20on%20Avomas%20Forecast%20Tool%20%2304.png)

**Next Step:** Learn how to manage[Forecast targets](https://help.avoma.com/manage-your-forecast-targets?hsLang=en)

### **3. Use your Forecast board**

- **View pipeline:** Get a clear view of deals by stage, owner, or status.
- **Check deal health:** Monitor risks and signals using Avoma’s deal health scores.
- **Spot patterns:** Use AI insights to find trends and highlight blind spots.

**Next Step:** Learn how to use the [Forecast board](https://help.avoma.com/know-your-forecast-board?hsLang=en)

### **4. Submit forecasts and track history**

- **Submit forecasts:** Reps submit individual forecasts; managers review and roll up the team forecast for leadership.
- **Review history:** Compare past submissions to improve accuracy for future quarters.

**Note:** Only users with **Manager or higher** can approve and roll up forecasts for the team.

**Forecast categories**

Avoma’s Forecast board may include standard categories like **Pipeline**, **Best Case**, **Commit**, and **Closed**:

- **Pipeline:** All open deals not yet committed.
- **Best Case:** Deals that could close if extra risks are managed.
- **Commit:** Deals expected to close with high confidence.
- **Closed:** Deals already won.

#### **Best practices for accurate forecasting**

1. **Review weekly:** Hold forecast meetings every week to update numbers based on real deal movement.
2. **Keep CRM fresh:** Make sure deal stages, amounts, and close dates are current for an accurate view.
3. **Collaborate openly:** Encourage reps to share status updates so forecasts stay aligned with real activities.
4. **Learn from history:** Use your forecast history to refine future submissions and understand trends.

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