Forecast Categories#
AutomateNexus uses a Salesforce-style forecast model with four deal categories:
- Closed — Deals already closed and won
- Commit — Deals with 80% or higher probability, expected to close
- Best Case — Deals with 50-80% probability, strong potential
- Pipeline — Deals with less than 50% probability, still developing
- Omitted — Deals excluded from the forecast
Deals are auto-categorized based on their stage probability, but reps can manually override the category using the Forecast Category Picker on any deal.
The Forecast Board#
The Forecast Board shows a grid view with:
- Rows — One per sales rep
- Columns — Closed, Commit, Best Case, Pipeline, Omitted, Total
- Team totals — Aggregated values across all reps
Each cell shows the dollar value and deal count. Color-coded status badges indicate whether each rep is On Track, At Risk, or Behind their target.
Period Selection#
Switch between forecast periods:
- This Month
- This Quarter
- This Year
The board automatically filters deals by their expected close date within the selected period.
AI Predictions#
The forecasting engine uses historical data to predict close rates and expected revenue. The Forecast Accuracy chart shows a comparison of predicted versus actual revenue over past periods, so you can track how your forecasts improve over time.
Manager Roll-Ups#
Managers see aggregated forecasts for their entire team. The Team Totals row at the bottom of the forecast board provides the roll-up view showing combined Commit, Best Case, and Pipeline values.