Run weekly rollups in minutes, based on your Salesforce data combined with manual overrides and adjustments where needed - all in an intuitive and familiar spreadsheet-like format.
Click Forecast from your Scratchpad Homepage, then Rollup
Dive deeper into your forecast by clicking on a team, individual, or category - like Commit
Get a quick snapshot of deals in the right panel and make overrides for yourself, if needed
Take it a step further by clicking View Deals to see your deals in a grid view, similar to Scratchpad Pipeline
Click into specific deals to get better context into why numbers are changing, Calculate totals, add Highlights to draw attention to action items, and add Filters to narrow down the data
What is the difference between Rollup and Sum?
Rollup: The sum of your direct reports’ calls, which may include manual adjustments
Sum: The raw sum of the CARR field for all opportunities that are included in each category/column