Columns

What are Columns?

Columns are the data cards displayed across the forecasting screen. Each column is assigned a type: opportunity stage grouping, formula value, quota target, or forecast call category. Together they let managers scan the full forecast picture without opening individual records.

Clicking a column opens a bottom drawer with detailed records behind that summary. This connects column-level review to the individual deal data driving forecast accuracy.

Column Types

• Stage-based: groups opportunities by pipeline stage
• Formula: displays a calculated metric from user-defined expressions
• Quota: shows the rep or team quota for the current period
• Forecast Call: shows a category submission value such as Commit or Most Likely

Related Terms

• View
• Category
• Sales Forecasting
• Forecast Accuracy