Forecast Category Report

The Forecast Category Report tracks the projected value of your pipeline by grouping deals into forecast categories. 

For sales leadership, it provides a structured view of expected revenue across open opportunities, helping manage and analyze their team’s qualified sales pipeline. By surfacing how much recurring revenue is likely to close within a given period, the report enables more accurate sales forecasting and supports data-driven decisions around targets and resource allocation.

ChartMogul offers three default forecast categories:

• Total Pipeline — early stage opportunities with a low likelihood of closing in the current forecast period.
• Total Best Case — opportunities with a demonstrated need for your product or service that have a good chance of closing by their close date.
• Total Committed — highly qualified opportunities with a high chance of closing by their close date.

Before you begin

• You’ll need to have at least one sales pipeline. Learn more about setting up sales pipelines.
• You’ll need to have at least one opportunity. Learn more about creating and managing opportunities.

Reading a Forecast Category Report

Access the Forecast Category Report by navigating to Opportunities > Forecasts > Forecast Category Report.

The report is a snapshot of the opportunity MRR for each forecast category by opportunity owner.

Each column is a month.

Each row is an opportunity owner.

Each cell shows the total opportunity MRR belonging to each opportunity owner in the month.

Chart Notes

• Only opportunities with the Value type MRR contribute to this chart. One-time opportunities are excluded.
• The Total row in each month is the same as the Total row in the Deal Stage Probability Forecast

Configuring your forecast

Use the Month Ending date picker to choose how far into the future you’d like to see.

Use the Sales pipeline drop-down to display data for a specific sales pipeline or All sales pipelines.

Select Include won opportunities to display an additional category, Total Won.

The month of an opportunity’s Estimated Close is the month it contributes to in the report.

Select a cell to view open Opportunities.

Export the forecast as CSV by clicking Export (CSV).

Next Steps

• See the total amount of MRR from subscribers with Monthly Recurring Revenue (MRR).