10 results for forecasting
- Backstory ForecastingHow Forecasting Works… Forecast Headlines… You can access Forecasting in the Backstory App or in Salesforce
- Create a Forecast TypeSet up custom forecasting views to track revenue and key metrics… Create a New Forecast Type… Select Forecast Fields
- Forecast Hierarchy ManagementCreate a Forecast Hierarchy… Update Your Forecast Hierarchy… You can also make small adjustments directly in the Forecasting Hierarchies Admin UI
- New Product ReleasesForecasting Fiscal Year View… ’s October 2026 product release includes new MCP tools for flexible CRM record search, expanded forecasting… Learn more →
The Weekly Forecast Trends Email is now available to all customers who use Backstory Forecasting
- Introduction to BackstoryBackstory Forecasting… Read more >
Revenue forecasting for Salesforce customers… Accessible through the Backstory App, Backstory Forecasting allows you to review, update, and analyze
- Plan to Win: Mastering ClosePlan WebinarImprove forecast accuracy, deal quality, and coaching effectiveness with Backstory… reliance on spreadsheets, slide decks, and personal notes
Support consistent deal reviews and forecasting… and deal health
Category-level scoring (such as MEDDPICC)
Data that can be used for forecasting
- Install the Chrome ExtensionBackstory: You use the Backstory App throughout your day to update your CRM and access Backstory Forecasting… The extension gives you faster access to the Backstory App you already use, so your Sheets and forecasting
- Forecast HeadlinesIdentify and prioritize forecast risks by impacted deal value… Forecast Headlines highlight the most significant risks in your forecast so you can quickly pinpoint… In the left sidebar under MY FORECASTS, click the forecast name to open it
- Pipeline ChangesSlipped: Deals pushed to a future quarter, highlighting potential pipeline or forecasting risk
- Weekly Forecast Trends EmailSpot forecast risk early without logging into Backstory… Instead, you opt into the Weekly Forecast Trends Email, which highlights how your forecast has changed… Reading Your Weekly Forecast Trends Email
