Deal Forecast report

The Deal Forecast report is available on the following plans:

  • Plus
  • Professional
  • Enterprise

The Deal Forecast report provides an overview of your pipeline status and lets you forecast your business effectively on a daily, weekly, or monthly cycle. This report also allows you to review historical trends on your forecast accuracy based on what deals are still open and which deals have been closed. 

This report relies on date information inputted by a deal owner for the Forecasted Close Date field that appears for all deals.

With this report, you will be able to:

  • Set a date range to see metrics within a specific time period
  • Measure forecast accuracy overall or by deal owner
  • Export results to a CSV, TXT, Excel (2007 or later), JSON, HTML, or Markdown file

How to access the Deal Forecast report

Note that account users assigned to the Admin group and/or who have permission to view Deals reports will be able to access this

Click here to learn more about user permissions.

To access the Deal Forecast report, click "Reports" in the left menu. Then click "Deal Forecast Report." 

The report will load metrics from the last 7 days.

Filtering data in the Deal Forecast report

You can use the filters at the top of the report to view data by:

  • Pipeline
    Use this dropdown to view data for all pipelines or a specific pipeline
  • Currency
    This will display a dropdown of all currency types you have set up for your deals. This will not convert deal values into any currency. It is used to categorize only.
  • Deal Owner
    Use this dropdown to view data for all deal owners or a specific deal owner
  • Forecasted close date (date range)
    These dates are based off the date a deal owner provides into the "Forecasted Close Date" field. The report will adjust the display range depending on the selected timeframe. Note that you can select future dates to project what revenue will close in the upcoming weeks/months.
  • Deal creation date (date range)
    This will display deals that were created within the timeframe selected.

To filter the report data, click the dropdown for the filter you wish to use then click any of the options presented in the dropdown. The report will automatically reload and will display filtered results.

Information included in the Deal Forecast report

Deal Forecast Stats

The four stats listed at the top of the report display quick, top-level data within the parameters you set and rely on information inputted into the Forecasted Close Date field for your deals.

These four stats include:

  • Total Deal Count
    The total number of deals that have either been marked as Won or Lost or are open with a forecasted close date.
  • Forecasted Value
    This is the value of all deals with a forecasted close date.
  • Actual Value Marked Won
    This is the value of all deals marked as "Won" with a forecasted close date.
  • Forecast accuracy
    Shows how accurate your forecasts are overall. For example, if a deal was forecasted to close on January 4, 2020 and was marked as "Won" on January 4, 2020, that would be 100% forecast accuracy. If the deal was marked as "Won" on February 4th instead, then the forecast accuracy would be 0%.

Clicking any of these stats will let you export all deals that relate to that specific metric.

Dynamic TImeframe Chart

The Dynamic Timeframe Chart appears below the Deal Forecast Stats. It will display both the total forecasted values (purple bars) and the actual values marked as won (orange bars), side-by-side, at different time periods.

Hovering your mouse over any bar will display the dynamic timeframe (date-based) as well as the total value for that timeframe.

Clicking any bar will let you export all deals that relate to that specific bar.

Dynamic Timeframe Table

The Dynamic Timeframe Table appears below the Dynamic Timeframe Chart. It will display the following metrics for each deal owner:

  • Actual Won Total Value
  • Forecast Total Value
  • Forecast Accuracy
  • Actual Won Total Value
  • Forecast Total Value
  • Forecast Accuracy

Clicking on any number will let you export all deals that relate to that specific value.

Deal Level Detail Table

The Deal Level Detail Table lists all deals that relate to the data displayed on the report page and breaks down the information on a more granular level. You'll be able to download and export the results in this table.

The Deal Level Detail Table will include the following for each deal:

  • Deal value
  • Stage
  • Pipeline
  • Deal Owner
  • Contact name
  • Contact email
  • Forecasted close date
  • Status date changed
  • Status

Export the Deal Level Detail Table

You can download the Deal Level Detail Table in order to share it with your team or tie it with other data outside your ActiveCampaign account in Excel.

To do so:

1. Hover your mouse over the Form Submission Details row. You'll see three vertical dots appear to the right.

2. Click "Download Data."

3. In the modal popup, click the File Format dropdown and select the format you wish to download the data into. You can choose from CSV, TXT, Excel (2007 or later), JSON, HTML or Markdown file.

4. Click the "Download" button.

The table will download to the file you selected and will be saved on your computer.

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