Reminder to update forecast

Signal description

This signal reminds users to update their manual forecast when it is overdue. Thanks to this reminder, the overall forecasting accuracy across organization will improve.

How organizations use it

As a Sales Director or as a CRO of DEF Corporation, you're interested in keeping a close eye on the accuracy of your team's sales projections. You choose to set up the "Reminder to update forecast" for your team members. If a sales team member has not entered their manual forecast for the current week, the signal will remind them to do it on a regular basis. This allows you to ensure the accuracy of your forecasting so that you can rely on your data and make informed decisions.

Configurable parameters

  • Filter opportunities to which this signal applies
  • Frequency of sending the reminder

How the signal looks

In your Teams Revenue Grid Channel:


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