Opportunity Forecasting

SMBcrm now includes a Forecast tab inside Opportunities, giving teams a clearer view of projected revenue without relying on spreadsheets. The update adds weighted revenue forecasting, expected close dates, timeline views, and risk insights to support better pipeline management within CRM & Sales.

What Changed

The Forecast tab adds several new ways to review and manage pipeline performance:

• Forecast revenue using expected revenue weighted by probability
• Track an Expected Close Date for each opportunity
• Review a summary dashboard with:
  • Max potential revenue
  • Expected revenue
  • Won revenue
  • Open opportunities
• Use a forecast timeline view by week, month, or quarter
• Drill into the opportunities behind each metric and edit them directly
• Identify data quality issues such as:
  • Missing close dates
  • Missing opportunity values
  • Overdue deals
• Review risk levels based on deal slippage
• Set custom risk thresholds
• Filter and group opportunities by fields like owner, status, and close date

How It Works

To use forecasting, go to Opportunities → Forecast. The source release states that this feature can be enabled from Account > Labs.

From there, you can:

• Use the summary view to understand overall pipeline health
• Switch to the forecast timeline to track deals over time
• Change the time range by week, month, or quarter
• Apply filters to segment your pipeline data
• Click metrics such as missing close dates to drill into affected opportunities
• Drag and drop opportunities to update their close date in the timeline view
• Adjust risk settings to match your sales cycle

Why It Matters

This update helps teams move from basic pipeline tracking to more structured revenue forecasting. It can help you:

• Estimate what may close and when
• Spot at-risk deals earlier
• Improve forecasting accuracy with cleaner opportunity data
• Reduce manual reporting work

Notes

A few details from the release are worth keeping in mind:

• Opportunities are assigned the highest risk level they qualify for
• Deals without close dates are excluded from forecast calculations
• Forecast accuracy depends on complete and accurate opportunity data

In Case You Missed It

You can also read about Funnel and Website AI Improves Page Generation and Cloning.

Release Images

Need Help Applying This Update?

If you’d like help rolling this out in SMBcrm, visit Support or request a demo.