The revenue forecast explained

The Forecast sits below the four cards and answers one question: based on what's already won and what's still open, how much is likely to land in this window? It's the only forward-looking part of Reports.

Two fields make it work

If the forecast looks empty or equals your raw pipeline, one of these is usually missing:

1. Expected close date on each deal. This decides which month a deal lands in. Set it on the deal — see how to edit deal fields. Deals without it appear in the No close date row and in no month.
2. Win % on each stage. Go to Settings → Pipelines and set the Win % beside each stage — see customizing pipeline stages. Every stage starts at 100%, which is why weighted value equals raw value until you change it.

It runs on a different clock

Everything else on the page counts up to today. The forecast uses the full calendar window of the Period filter — “This month” means the whole month, including days still to come. The tiles name the window (“Closing in August”, “Forecast — August”) so you can always see which one you're looking at. Open deals sit in the month of their expected close date; won deals sit in the month they were actually won.

The four tiles

• Open pipeline — the total value of every open deal, unweighted. A snapshot, so the period doesn't change it.
• Weighted pipeline — the same deals, each multiplied by its probability. Compare it with Open pipeline to see how much of your pipeline is realistic rather than theoretical.
• Closing in [month] — only the open deals whose expected close date falls inside the window, with the weighted figure underneath.
• Forecast — [month] — the headline: what you've already won in this window plus the weighted value of what's still expected. The sub-line shows best case, which swaps the weighted figure for the full value — what you'd book if every open deal landed.

Expected close, by month

Below the tiles, a table spreads the same deals across the current month and the next two, then Later, then No close date — each row with a bar, a deal count and a value. Read it to spot a thin month early. The No close date row is deliberately visible: it's the size of your blind spot, and the fastest thing to fix.

Keeping it honest

Open deals whose expected close date has already passed are flagged, because they otherwise inflate the current month with dates that never happened. Either push the date out or close the deal. Deals with no value are excluded from these totals rather than counted as zero, and show up in the data quality bar.

Note: the forecast is arithmetic over the probabilities you set, not a promise. For how probability is resolved per deal, see stage conversion and probability.

If anything looks off, use the chat in the bottom-right corner or the contact form at teamopipe.com/en/contact — we typically respond within 4 hours on business days.