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About Us video
Remember when CRM was all you had? It was enough... for a while. Then suddenly forecast meetings took four times longer because everyone was showing up with their own reports and arguing about who had the right answer. You entered spreadsheet hell, and that didn't work either. So you decided the charts just weren't pretty enough.
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Product Walkthrough
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Demo video
Jason can now use the expanded view to inspect his opportunities directly within forecasting. In the expanded view, Jason's forecast fields are on the left side, and he can see related opportunities for each field. Jason can drill down to see what his team is calling for, adjust forecasts, and factor in deal-level risk or upside. He can also update opportunities and star deals, and soon, he'll be able to see activity insights and details in this view. Jason can submit his forecast and make notes in this view, creating a seamless experience for reviewing and submitting forecasts.
