Forecasting

The Forecasting page lets you set and track revenue quotas for your team, aligned to your organisation's fiscal calendar. It requires a connected CRM (HubSpot or Salesforce) to pull deal data.

Where to find it

Go to Forecasting in the left navigation. If you do not see this option, it may not be enabled for your organisation — contact your admin.

The Forecasting page shows team quotas and lets you sync them directly from your CRM.

Setting up your fiscal calendar

Before setting quotas, configure your fiscal year and forecasting period at Settings > Forecasting:

• Fiscal year start — the date your financial year begins.

• Forecasting period — monthly, quarterly, or annual.

Managing quotas

The quota table shows each team member alongside their assigned target for the current period. To update quotas:

• Edit values directly in the table — modified rows are highlighted in amber until saved.

• Click Sync from CRM to pull quota data directly from HubSpot or Salesforce, if quotas are managed there.

• Click Save Changes to apply your updates.

Currency is determined by your CRM settings.

If you need help configuring Forecasting for your team, reach out to support@glyphic.ai.