How to manage your forecast targets

Forecast targets help you set clear revenue expectations and track progress for each team member.

This is designed for admins and team managers who are responsible for planning and adjusting revenue goals. Use this when you need to create, review, or update monthly or quarterly targets for your team.

Before you begin

You must be an Admin or Team Manager to create or modify forecast targets.
Your team and pipelines must already be set up.
You should know whether you’re setting monthly targets, quarterly targets, or both.

How to access forecast targets

Go to Revenue Insights → Forecasting → Manage Targets.
You’ll see a list of team members with:

Their assigned pipeline
Current forecast targets
Progress tracking against those targets

How to create a new forecast target

From Forecast targets, click Create New Target.
In the drawer, select the Team or Member.
Select the Pipeline.
Choose the month or months within the quarter.
Enter the target amounts.
Click Save.

After saving:

The targets appear in the targets list view.
All affected team members receive an email notification.

Note: If you create monthly targets, quarterly totals are calculated automatically by rolling up the months within each quarter.

How to modify existing forecast targets

In the Forecast targets list, hover over the team member you want to update.
Click Edit Targets.
Update the target numbers in the drawer.
Click Save.

After saving:

Changes apply immediately.
Team members receive an email notification.

Tips

Use monthly targets for more granular performance tracking.
Review targets after major pipeline or staffing changes.
Double-check the selected pipeline before saving to avoid forecast misalignment.

Troubleshooting and FAQs

Why don't I see the option to create or edit targets?

This is usually a permissions issue.

Confirm you’re an Admin or Team Manager.
Check that the team member belongs to the selected team.
Refresh the page and try again.

If the issue persists, contact your system admin.

Why is there a mismatch between my quarterly totals and what I expected?

This is typically caused by monthly rollups.

Confirm whether monthly targets are set.
Review each month’s target values.
Verify the correct quarter is selected.

If the discrepancy remains, review your pipeline configuration.

What’s next

Understand how to update forecast settings.

To drive adoption:

Review targets with your team during forecast or pipeline reviews.
Update targets as part of monthly or quarterly planning cycles.

Recap

You now know how to create and update forecast targets so your team has clear, trackable revenue goals. Keeping targets current ensures accurate forecasting and better decision-making.