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What is Non-Rolled Up?
Non-Rolled Up records are deals that reps have not yet submitted in their individual forecast. This happens when a deal is created after a rep submits, when a rep misses a record, or when a new opportunity needs to be captured before the forecast call closes.
How It Works in MaxIQ
The Non-Rolled Up tab in the Submit Forecast window surfaces all unsubmitted records within the current period. Managers select and include them manually to ensure complete pipeline coverage even when individual rep submissions fall short.
- Review pipeline records not included in any rep submission
- Manually select records to add to the team forecast
- Combined with Rolled Up records in the Summary tab before final submission
