Read-only: Revenue Operations's forecast. Calls, quota and notes remain theirs to change.
Revenue Operations's forecast 2027
Review Revenue Operations's quota, call and evidence for 2027.
Forecast status: Incomplete
Forecast updates are required on the first Monday of every month at 3:00 PM PDT.
Next check-in: Monday, October 5 at 3:00 PM PDT.
6 required field groups still need attention: yearly quota, yearly call, quarter calls, quarter notes, monthly calls, monthly notes.
Year IncompleteMissing: yearly quota, yearly call, quarter calls, quarter notes, monthly calls, monthly notes
Q1 IncompleteMissing: quarter call, quarter notes, monthly calls, monthly notes
Q2 IncompleteMissing: quarter call, quarter notes, monthly calls, monthly notes
Q3 IncompleteMissing: quarter call, quarter notes, monthly calls, monthly notes
Q4 IncompleteMissing: quarter call, quarter notes, monthly calls, monthly notes
What each number means and where it comes from
Start here: set the yearly Quota, then choose In call deals on Deals. Override Your call here only when your judgement differs from those deals.
| Term | What it means | Where it comes from |
|---|---|---|
| Quota | Your annual target. | Set once on the Year card; it divides into quarters and months. |
| Won | Revenue already closed won. | Closed deals, counted by closed date. View them on Won & Lost. |
| Your call | What you believe will land. | In call deals roll up; a value typed here overrides that level. |
| Quote Evidence | Value supported by customer approval. | The approved quote amount on open deals. It cannot be typed here. |
| Club | Your optional bonus target. | Set once on the Year card; measured against Won. |
The Year 2027
The whole year; the card everything else divides up.
- Quota for the year is the only quota you type on this page. Each quarter shows a quarter of it, each month a third of its quarter.
- Club target is optional: the number above your quota that earns the company's bonus. It is a year figure and stays one; it never divides into quarters, because nobody is paid a quarter of a bonus. It counts won deals only, so it moves when a deal closes and not when you call one.
- Your call here is optional: type it if you plan at year level, or leave it blank and it adds up from the four quarters; which add up from their months, which add up from the deals you ticked In call.
- Fiscal year starts is shown, not typed. It re-cuts the quarters on every screen and in every year, so it's one setting for the whole account: change it in User Settings. Leave it on January for a plain calendar year.
- Won is what you've actually closed this year, against that quota; the settled part of it. It counts a deal in the period it closed, not the one you forecast it in, and nothing moves it again. To add to it, close a deal from its own page.
- Quote Evidence can't be typed at any level; it's the customer-approved quote value on your open deals. A deal you've won has left it and is counted under Won instead, so the two never double up.
- Every field saves when you click away. There's no Save button.
Quota for the year ($)
Not set
Your call ($)
Not set
Club target ($)
Not set
Fiscal year starts
Jan - Dec
Priorities / notes for the year
Not set
- QuotaNot set
- Won$0
- Your callNot set
- Quote Evidence$0
0 deals close in 2027 · none ticked into your call
Q1 2027 Jan-Mar
Q1 on its own; Jan-Mar. A deal lands here by its expected close date.
- Your call is the number you type here. Leave it blank and it adds up from this quarter's three months; and each of those from the deals you ticked In call. Type it and yours wins for the quarter, whatever the deals below say.
- Quota is shown, not typed; it's a quarter of the year's quota. Change it on The year card.
- Won is what closed won in these three months, by the date each deal closed. A deal you expected here but won late counts in the quarter it actually landed in; so this is the number your quarter is really judged on.
- Quote Evidence is what the deals closing in these months have actually proven through customer-approved quotes. Raise it by adding proof; move a deal in or out by changing its expected close date on the Deals page.
- Each time you change the call it's kept under How your call moved, below.
Your call ($)
Not set
Priorities / notes
Not set
- QuotaNot set a quarter of the year
- Won$0
- Your callNot set
- Quote Evidence$0
0 deals close here · none ticked into your call
Jan 2027
Jan 2027; the smallest period you can plan at.
- Your call here is already made for you: leave the box empty and it's what the deals you ticked In call add up to, at the amount on each deal. The greyed number in the box is that sum; type over it only to say something the deals don't, and yours wins.
- Whatever this month lands on rolls up into Q1 and the year, unless a call is typed at those levels too.
- Quota is a third of Q1's share, shown not typed. Won, when this month has any, is what closed won in it; by close date, so it can appear in a month with no open deals left in it at all.
- Quote Evidence counts the customer-approved quote value on deals whose expected close date falls in this month; open them from the deal count at the foot of this card, or change a deal's close date on the Deals page to move it out.
Your call ($)
Not set
Notes
Not set
Quota Not set · No deals close here yet
Feb 2027
Feb 2027; the smallest period you can plan at.
- Your call here is already made for you: leave the box empty and it's what the deals you ticked In call add up to, at the amount on each deal. The greyed number in the box is that sum; type over it only to say something the deals don't, and yours wins.
- Whatever this month lands on rolls up into Q1 and the year, unless a call is typed at those levels too.
- Quota is a third of Q1's share, shown not typed. Won, when this month has any, is what closed won in it; by close date, so it can appear in a month with no open deals left in it at all.
- Quote Evidence counts the customer-approved quote value on deals whose expected close date falls in this month; open them from the deal count at the foot of this card, or change a deal's close date on the Deals page to move it out.
Your call ($)
Not set
Notes
Not set
Quota Not set · No deals close here yet
Mar 2027
Mar 2027; the smallest period you can plan at.
- Your call here is already made for you: leave the box empty and it's what the deals you ticked In call add up to, at the amount on each deal. The greyed number in the box is that sum; type over it only to say something the deals don't, and yours wins.
- Whatever this month lands on rolls up into Q1 and the year, unless a call is typed at those levels too.
- Quota is a third of Q1's share, shown not typed. Won, when this month has any, is what closed won in it; by close date, so it can appear in a month with no open deals left in it at all.
- Quote Evidence counts the customer-approved quote value on deals whose expected close date falls in this month; open them from the deal count at the foot of this card, or change a deal's close date on the Deals page to move it out.
Your call ($)
Not set
Notes
Not set
Quota Not set · No deals close here yet
Q2 2027 Apr-Jun
Q2 on its own; Apr-Jun. A deal lands here by its expected close date.
- Your call is the number you type here. Leave it blank and it adds up from this quarter's three months; and each of those from the deals you ticked In call. Type it and yours wins for the quarter, whatever the deals below say.
- Quota is shown, not typed; it's a quarter of the year's quota. Change it on The year card.
- Won is what closed won in these three months, by the date each deal closed. A deal you expected here but won late counts in the quarter it actually landed in; so this is the number your quarter is really judged on.
- Quote Evidence is what the deals closing in these months have actually proven through customer-approved quotes. Raise it by adding proof; move a deal in or out by changing its expected close date on the Deals page.
- Each time you change the call it's kept under How your call moved, below.
Your call ($)
Not set
Priorities / notes
Not set
- QuotaNot set a quarter of the year
- Won$0
- Your callNot set
- Quote Evidence$0
0 deals close here · none ticked into your call
Apr 2027
Apr 2027; the smallest period you can plan at.
- Your call here is already made for you: leave the box empty and it's what the deals you ticked In call add up to, at the amount on each deal. The greyed number in the box is that sum; type over it only to say something the deals don't, and yours wins.
- Whatever this month lands on rolls up into Q2 and the year, unless a call is typed at those levels too.
- Quota is a third of Q2's share, shown not typed. Won, when this month has any, is what closed won in it; by close date, so it can appear in a month with no open deals left in it at all.
- Quote Evidence counts the customer-approved quote value on deals whose expected close date falls in this month; open them from the deal count at the foot of this card, or change a deal's close date on the Deals page to move it out.
Your call ($)
Not set
Notes
Not set
Quota Not set · No deals close here yet
May 2027
May 2027; the smallest period you can plan at.
- Your call here is already made for you: leave the box empty and it's what the deals you ticked In call add up to, at the amount on each deal. The greyed number in the box is that sum; type over it only to say something the deals don't, and yours wins.
- Whatever this month lands on rolls up into Q2 and the year, unless a call is typed at those levels too.
- Quota is a third of Q2's share, shown not typed. Won, when this month has any, is what closed won in it; by close date, so it can appear in a month with no open deals left in it at all.
- Quote Evidence counts the customer-approved quote value on deals whose expected close date falls in this month; open them from the deal count at the foot of this card, or change a deal's close date on the Deals page to move it out.
Your call ($)
Not set
Notes
Not set
Quota Not set · No deals close here yet
Jun 2027
Jun 2027; the smallest period you can plan at.
- Your call here is already made for you: leave the box empty and it's what the deals you ticked In call add up to, at the amount on each deal. The greyed number in the box is that sum; type over it only to say something the deals don't, and yours wins.
- Whatever this month lands on rolls up into Q2 and the year, unless a call is typed at those levels too.
- Quota is a third of Q2's share, shown not typed. Won, when this month has any, is what closed won in it; by close date, so it can appear in a month with no open deals left in it at all.
- Quote Evidence counts the customer-approved quote value on deals whose expected close date falls in this month; open them from the deal count at the foot of this card, or change a deal's close date on the Deals page to move it out.
Your call ($)
Not set
Notes
Not set
Quota Not set · No deals close here yet
Q3 2027 Jul-Sep
Q3 on its own; Jul-Sep. A deal lands here by its expected close date.
- Your call is the number you type here. Leave it blank and it adds up from this quarter's three months; and each of those from the deals you ticked In call. Type it and yours wins for the quarter, whatever the deals below say.
- Quota is shown, not typed; it's a quarter of the year's quota. Change it on The year card.
- Won is what closed won in these three months, by the date each deal closed. A deal you expected here but won late counts in the quarter it actually landed in; so this is the number your quarter is really judged on.
- Quote Evidence is what the deals closing in these months have actually proven through customer-approved quotes. Raise it by adding proof; move a deal in or out by changing its expected close date on the Deals page.
- Each time you change the call it's kept under How your call moved, below.
Your call ($)
Not set
Priorities / notes
Not set
- QuotaNot set a quarter of the year
- Won$0
- Your callNot set
- Quote Evidence$0
0 deals close here · none ticked into your call
Jul 2027
Jul 2027; the smallest period you can plan at.
- Your call here is already made for you: leave the box empty and it's what the deals you ticked In call add up to, at the amount on each deal. The greyed number in the box is that sum; type over it only to say something the deals don't, and yours wins.
- Whatever this month lands on rolls up into Q3 and the year, unless a call is typed at those levels too.
- Quota is a third of Q3's share, shown not typed. Won, when this month has any, is what closed won in it; by close date, so it can appear in a month with no open deals left in it at all.
- Quote Evidence counts the customer-approved quote value on deals whose expected close date falls in this month; open them from the deal count at the foot of this card, or change a deal's close date on the Deals page to move it out.
Your call ($)
Not set
Notes
Not set
Quota Not set · No deals close here yet
Aug 2027
Aug 2027; the smallest period you can plan at.
- Your call here is already made for you: leave the box empty and it's what the deals you ticked In call add up to, at the amount on each deal. The greyed number in the box is that sum; type over it only to say something the deals don't, and yours wins.
- Whatever this month lands on rolls up into Q3 and the year, unless a call is typed at those levels too.
- Quota is a third of Q3's share, shown not typed. Won, when this month has any, is what closed won in it; by close date, so it can appear in a month with no open deals left in it at all.
- Quote Evidence counts the customer-approved quote value on deals whose expected close date falls in this month; open them from the deal count at the foot of this card, or change a deal's close date on the Deals page to move it out.
Your call ($)
Not set
Notes
Not set
Quota Not set · No deals close here yet
Sep 2027
Sep 2027; the smallest period you can plan at.
- Your call here is already made for you: leave the box empty and it's what the deals you ticked In call add up to, at the amount on each deal. The greyed number in the box is that sum; type over it only to say something the deals don't, and yours wins.
- Whatever this month lands on rolls up into Q3 and the year, unless a call is typed at those levels too.
- Quota is a third of Q3's share, shown not typed. Won, when this month has any, is what closed won in it; by close date, so it can appear in a month with no open deals left in it at all.
- Quote Evidence counts the customer-approved quote value on deals whose expected close date falls in this month; open them from the deal count at the foot of this card, or change a deal's close date on the Deals page to move it out.
Your call ($)
Not set
Notes
Not set
Quota Not set · No deals close here yet
Q4 2027 Oct-Dec
Q4 on its own; Oct-Dec. A deal lands here by its expected close date.
- Your call is the number you type here. Leave it blank and it adds up from this quarter's three months; and each of those from the deals you ticked In call. Type it and yours wins for the quarter, whatever the deals below say.
- Quota is shown, not typed; it's a quarter of the year's quota. Change it on The year card.
- Won is what closed won in these three months, by the date each deal closed. A deal you expected here but won late counts in the quarter it actually landed in; so this is the number your quarter is really judged on.
- Quote Evidence is what the deals closing in these months have actually proven through customer-approved quotes. Raise it by adding proof; move a deal in or out by changing its expected close date on the Deals page.
- Each time you change the call it's kept under How your call moved, below.
Your call ($)
Not set
Priorities / notes
Not set
- QuotaNot set a quarter of the year
- Won$0
- Your callNot set
- Quote Evidence$0
0 deals close here · none ticked into your call
Oct 2027
Oct 2027; the smallest period you can plan at.
- Your call here is already made for you: leave the box empty and it's what the deals you ticked In call add up to, at the amount on each deal. The greyed number in the box is that sum; type over it only to say something the deals don't, and yours wins.
- Whatever this month lands on rolls up into Q4 and the year, unless a call is typed at those levels too.
- Quota is a third of Q4's share, shown not typed. Won, when this month has any, is what closed won in it; by close date, so it can appear in a month with no open deals left in it at all.
- Quote Evidence counts the customer-approved quote value on deals whose expected close date falls in this month; open them from the deal count at the foot of this card, or change a deal's close date on the Deals page to move it out.
Your call ($)
Not set
Notes
Not set
Quota Not set · No deals close here yet
Nov 2027
Nov 2027; the smallest period you can plan at.
- Your call here is already made for you: leave the box empty and it's what the deals you ticked In call add up to, at the amount on each deal. The greyed number in the box is that sum; type over it only to say something the deals don't, and yours wins.
- Whatever this month lands on rolls up into Q4 and the year, unless a call is typed at those levels too.
- Quota is a third of Q4's share, shown not typed. Won, when this month has any, is what closed won in it; by close date, so it can appear in a month with no open deals left in it at all.
- Quote Evidence counts the customer-approved quote value on deals whose expected close date falls in this month; open them from the deal count at the foot of this card, or change a deal's close date on the Deals page to move it out.
Your call ($)
Not set
Notes
Not set
Quota Not set · No deals close here yet
Dec 2027
Dec 2027; the smallest period you can plan at.
- Your call here is already made for you: leave the box empty and it's what the deals you ticked In call add up to, at the amount on each deal. The greyed number in the box is that sum; type over it only to say something the deals don't, and yours wins.
- Whatever this month lands on rolls up into Q4 and the year, unless a call is typed at those levels too.
- Quota is a third of Q4's share, shown not typed. Won, when this month has any, is what closed won in it; by close date, so it can appear in a month with no open deals left in it at all.
- Quote Evidence counts the customer-approved quote value on deals whose expected close date falls in this month; open them from the deal count at the foot of this card, or change a deal's close date on the Deals page to move it out.
Your call ($)
Not set
Notes
Not set
Quota Not set · No deals close here yet