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Documentation Index

Fetch the complete documentation index at: https://help.reevo.ai/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Forecasting in Reevo gives sales teams multiple ways to predict revenue from their pipeline by attaching probability and forecast categories to each stage in a pipeline, and also allowing manual bottoms-up tagging of forecast categories (Pipeline, Best Case, Commit, Closed Won, Closed Lost, or Omitted). This allows for multiple potential views of how a month, quarter, or year might turn out, to allow for better triangulation. Every pipeline stage can be assigned a default closing probability (0-100%) and a default forecast category. When an opportunity sits in a stage, those stage-level defaults automatically flow through to the opportunity, populating two read-only fields: Forecast system category and Weighted Amount. Reps can also independently set their own Forecast category, and leadership can apply a separate Forecast leadership category, keeping all three perspectives cleanly separated on a single record. Forecast fields are available for filtering, sorting, bulk editing, and reporting across the Opportunity and Opportunity trend datasets. With these set up, teams can then compare:
  1. Weighted Amount - the probability-weighted value of the deal. Tracking the full Weighted Amount of all deals set to close in a period is helpful to compare against the total pipeline for that period.
  2. Forecast Category - a field on the Opportunity for manual bottoms-up tagging of the deal’s confidence level (Pipeline, Best Case, Commit, Closed Won, Closed Lost, or Omitted). These are usually reviewed and updated at least weekly to reflect the latest view of each deal’s likelihood to close. Summing these up for a period allows teams to compare if only the Commits closed vs. if the Best Case deals also closed, measured against the Weighted Amount.
  3. Leadership Forecast Category - another field that can be manually updated on the Opportunity in case the management or leadership team wants to track a separate possible view of how deals might turn out.
  4. Stage-Based Forecast Category - a system grouping of deals based on the forecast category tagged to each stage. This can be helpful to compare against the rep-tagged Forecast Category and Leadership Forecast Category.

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Prerequisites

Before configuring forecasting, ensure you have:
  • Admin access - Setting default closing probability and default forecast category on a stage requires admin permissions in Reevo.
  • A pipeline with stages - You need at least one pipeline configured with stages before you can set forecasting defaults. See Opportunities for setup guidance.
  • Amount set on opportunities - Weighted amount is only calculated when an opportunity’s Amount field has a value. Opportunities without an amount will show a blank Weighted amount.

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Configure Forecasting Defaults on a Stage

Stage-level defaults control the automatic values that flow through to opportunities in that stage.
  1. Navigate to Settings > Opportunities.
  2. Click the Pipelines tab.
  3. Select the pipeline you want to configure.
  4. Click the edit icon next to the stage you want to update.
  5. In the Default closing probability (%) field, enter a whole number between 0 and 100. Note that probabilities must increase as stages progress (e.g. if your first stage has a probability of 10%, the second stage must be higher, like 15% - it cannot decrease).
  6. In the Default forecast category field, select a category from the dropdown. Similar to probability, these need to progress as the stages move down the funnel.
  7. Click Save.
Important notes:
  • Defaults are set per stage. Different stages in the same pipeline can have different probabilities and categories.
  • These defaults automatically populate the Forecast system category and Weighted amount fields on any opportunity currently in that stage.
  • Changing a stage’s defaults will update those fields on all opportunities in that stage.
Forecast category values: The available options for all three forecast category fields are: Pipeline, Best Case, Commit, Closed Won, Closed Lost, and Omitted. Stage defaults for new pipelines: When you create a new pipeline, the form pre-populates four stages with forecasting values already set: New (10%, Pipeline category) as a Prospect stage, Meeting held (40%, Best Case) as a Deal stage, and Closed Won (100%) and Closed Lost (0%) as outcome stages. Any stages you add beyond those start with 0% probability and no forecast category until configured manually.

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Update Forecast Fields on an Opportunity

The most common time to update forecast fields is during a weekly pipeline review, when reps sweep through their open deals in a list view and tag each one with their current confidence level. You can also update fields on any individual opportunity record at any time. In a list view (recommended for pipeline reviews):
  1. Add the relevant field - such as Forecast category - to your list view as a column.
  2. Click into the field for any deal and select the right value.
To update multiple deals at once (bulk edit):
  1. Check the box next to each deal you want to update.
  2. Click Edit in the top toolbar.
  3. Select the field you want to update (e.g., Forecast category).
  4. Choose the new value (e.g., Commit) and confirm.
On an individual opportunity record:
  1. Open an opportunity record.
  2. In the right-hand details panel, locate the Forecast category or Forecast leadership category field.
  3. Click the field and select a value from the dropdown.
  4. The field saves automatically.
Important notes:
  • Forecast category is the rep-editable field. It does not affect the Weighted amount calculation.
  • Forecast leadership category is for optional leadership overrides, if useful. It does not impact the Forecast Category field or the Weighted amount.
  • Forecast system category is read-only and always reflects the default forecast category of the stage the opportunity is currently in. It cannot be edited manually.
  • Weighted amount is a read-only computed field. It does not appear on the opportunity detail panel - it is available as a column in list views and in reporting. It recalculates automatically whenever the opportunity’s Amount or stage changes.

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View Weighted Totals on the Kanban Board

The Kanban board displays a summary footer at the bottom of each stage column, giving you an at-a-glance view of expected revenue for that stage without leaving the pipeline.
  • Total: The sum of all opportunity amounts in that stage.
  • Weighted: The sum of weighted amounts in that stage (each opportunity’s amount multiplied by its stage’s closing probability). Hover over “Weighted:” in the footer for a tooltip reminder of the formula.

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Use Forecast Fields in Reporting

All four forecast fields are available when building custom reports in Reevo:
  • Forecast category
  • Forecast leadership category
  • Forecast system category
  • Weighted amount
These fields are accessible in both the Opportunity and Opportunity trend reporting datasets. You can filter, sort, and group by any of them to build forecast roll-ups, category breakdowns, or weighted pipeline views.

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Troubleshooting / FAQs

These three fields represent three separate perspectives on the same opportunity. Forecast system category is read-only and automatically set based on the stage the opportunity is in - it reflects the stage’s default forecast category. Forecast category is the rep’s own assessment and can be edited at any time. Forecast leadership category is a separate (optional) override field for leadership, independent of what the rep has set, in case the leadership team wants to track a separate view of the forecast.
Weighted amount = Amount × (Default closing probability ÷ 100). For example, if an opportunity has an Amount of $10,000 and its current stage has a Default closing probability of 60%, the Weighted amount will be $6,000. The value is rounded to two decimal places.
Both fields update automatically. Weighted amount is recalculated using the new stage’s Default closing probability, and Forecast system category updates to reflect the new stage’s default forecast category.
Weighted amount requires both the opportunity’s Amount field and the current stage’s Default closing probability to be set. If either is missing, the field will be empty.
Yes. All four forecast fields support filtering, sorting, and bulk editing in list views and on the Kanban board.
Forecast category is automatically populated when you create an opportunity, based on the default forecast category configured for the selected stage. You do not need to set it manually at creation. You can update it at any time after creation by editing the record directly.
Yes. Forecast leadership category is visible to anyone with access to the opportunity record. If you want to keep leadership and rep forecasts separate during reviews, create dedicated list views - one with Forecast category for rep pipeline reviews, and a separate view with Forecast leadership category for leadership reviews.