Pipeline forecasting
The Forecasting view in Opportunities shows your pipeline coverage by rep and team alongside the forecast categories and commit amounts pulled from your CRM. It is designed for forecast reviews — giving managers a single place to see which deals are in commit, what the total pipeline coverage looks like, and whether deals with forecast value have active call engagement.
Go to Opportunities > Forecasting to access this view.
What the Forecasting view shows
The view is organized by rep and by team. For each rep you see:
- Total open pipeline value
- Pipeline broken into forecast categories such as commit, best case, and pipeline
- The commit amount the rep is carrying for the period
- Call activity on deals within each forecast category
The team-level summary rolls up all reps in your selected view and shows total pipeline coverage against the period target.
CRM deal stage and amount data
The amounts and categories in the Forecasting view come directly from your CRM. Deal stage, deal amount, and forecast category fields sync from the CRM into Outdoo automatically. If a rep updates a deal's stage or amount in your CRM, it appears in Outdoo on the next sync cycle.
Alongside the CRM data, Outdoo shows call activity for each deal — how many calls have happened, when the last call was, and who was on them. This lets you see, at a glance, whether a deal in commit has actually had a conversation recently or whether it has gone quiet.
If a deal is missing from the Forecasting view or showing the wrong amount, check that the deal is mapped correctly in Settings > CRM and that the relevant fields are included in the field mapping.
Using the Forecasting view in forecast reviews
During a weekly or monthly forecast review, the typical workflow is:
- Filter to the current period and your team.
- Look at the commit total versus the target. The gap between them tells you how much needs to move from best case or pipeline.
- Review deals in the commit category. For each one, check when the last call happened. Deals with no recent activity are higher risk than the stage suggests.
- Look at best-case deals that have active call engagement. Those are candidates for a push to commit.
- Click into individual deals to see the call history and review what was discussed.
This process surfaces the same information a manager would normally gather by asking each rep individually, without relying on self-reported updates.
Filtering
Use the filters above the forecast table to adjust what you see:
- Team — view a single team or all teams
- Rep — narrow to one or more specific reps
- Time period — filter by close date range, such as this quarter or next month
- Forecast category — show only commit deals, or separate views for each category
Filters persist while you are in the Forecasting view. Switching to a different rep or team resets to the top-level summary for that selection.
Where the data comes from
All deal data in the Forecasting view comes from your connected CRM. Outdoo does not store a separate pipeline record. The deal boards and forecasting view are a live reflection of your CRM data, layered with the call activity and conversation insights Outdoo captures.
If your CRM sync is not running correctly, the Forecasting view will not reflect recent deal changes. Check the sync status in Settings > CRM if you notice data that looks stale.
See: Intro to Opportunities | Deal intelligence | Revenue Analysis overview
If you need help, contact us at support@outdoo.ai.