Who can use this feature

Available on monday CRM

Available on Pro plan and Ultimate plan; accessible to account Admins and users with edit permissions on the CRM Deals board

Overview

The Forecasting view is a dedicated board view on your CRM Deals board that helps sales managers set revenue targets, assign them to team members, and track team forecast vs. target.

With the Forecasting view, you can:

• Assign sub-targets to individual sales reps on your team
• Visualize team performance against targets with deal stage or forecast category breakdowns
• Drill down into individual rep performance and specific deals
• Switch between views — see your forecast by deal stage or by forecast category (e.g., Commit, Best Case, Pipeline)

Set up the Forecasting view

The Forecasting view is added as a board view on your CRM Deals board. The first time you add a Forecast view, a setup wizard will guide you through the initial configuration.

Step 1: Add the view 

To add the view, open your CRM Deals board. Alternatively, you can use a custom board. Click the "+" button on the view tabs (next to Main Table, Kanban, etc.). 

Select "Forecasting" from the view menu or search for the view in the Views Center.

Step 2: Map your columns

The setup wizard will walk you through mapping the columns on your Deals board to the forecasting engine. 

Make sure your board has the right column types before starting setup. You'll be asked to select four columns:

Step 3: Set up your targets

Once you complete the wizard, the Forecast view loads and prompts you to set up your first target.

Assign targets

Targets are the foundation of your forecast. They define what your team aims to achieve over a given period.

Create a target period

1. From the Forecast view, click "Assign targets":
2. Create a new period — select a time range (e.g., Q2 2026, or a custom date range)
3. Set a main target amount (e.g., $500,000 for the quarter)
4. Choose a breakdown — decide how to split the target across the period (e.g., monthly or quarterly)

Assign sub-targets to team members

Once your period and main target are set, you can assign individual targets to each sales rep:

1. Click to add a sub-target for a team member
2. Select the rep from the people on your board
3. Set their target amount for the period
4. Repeat for each rep on the team

The assigned sub-targets roll up to the main target. If the sum of sub-targets doesn't match the main target, an alert banner will appear showing the discrepancy — so you can adjust.

Edit targets

You can update targets at any time:

• Edit the main target amount — the total target updates and sub-targets remain as-is (adjust manually if needed)
• Edit a rep's monthly allocation — change any individual month; the parent total adjusts accordingly
• Add a new sub-target — add a new team member to the target at any point during the period
• Remove sub-targets — select one or more sub-targets and remove them (a confirmation dialog will appear)
• Bulk actions — select multiple sub-targets to apply the same amount or remove them in one action

Using the Forecast view

Once targets are assigned, the Forecast view shows how your team is tracking against the target.

The summary header

At the top of the view, a summary header shows:

• Target amount — the total target for the selected period
• Current attainment — the sum of Closed Won deals in the period
• % from target — how close the team is to hitting the goal

The stacked bar visualization

Below the header, a stacked bar chart shows your team's forecast broken down by deal stage (e.g., Discovery, Proposal, Negotiation, Closed Won). Each segment represents the total deal value in that stage, with colors matching the stage labels on your board.

A target line shows where the team needs to land — so you can quickly see the gap (or surplus) at a glance.

Filter and switch periods

• Use the period selector to switch between current and past periods
• Use filters to narrow the view by rep, time range, or other criteria

Manage targets from the view

Click the "Manage target" or "Edit target" badge in the Forecast view to jump directly into the target assignment panel.

Drill down into rep and deal performance

Team → Rep drill-down

The Forecast view starts at the team level, showing each rep's contribution as a row. To drill down:

1. Click on a rep's row to expand and see their individual deals contributing to the forecast
2. Review each deal's value, stage, and close date — data matches your Deals board in real time
3. Click "back" or collapse the row to return to the team-level summary

Deal-level detail

Click on a specific deal in the drill-down to open the details in a new tab. From here you can:

• View the full deal details
• Update the deal stage, value, or close date — changes reflect in the Forecast view when you return

Forecast categories

Forecast categories give you a different lens on your pipeline — grouping deals by commitment level rather than pipeline stage.

Switch between views

By default, the Forecast view shows data by Deal stage. To switch:

1. Look for the view toggle (Deal stage / Forecast categories)
2. Select "Forecast categories" to see deals grouped by category (e.g., Commit, Best Case, Pipeline, Omitted)

Switch back to "Deal stage" at any time — no data changes, only the grouping

Set up forecast categories

If forecast categories aren't yet configured:

1. Enable forecast categories from the Forecast view settings
2. Assign categories to your deals (e.g., mark a deal as "Commit" or "Best Case")
3. Category rollups appear in the Forecast view — total per category sums to the total pipeline

Manage your Forecast view

Multiple forecast views

You can create multiple Forecast views on the same board. Each view can have its own settings and target configuration — useful if you manage different teams or segments on the same board.

Delete and re-create a view

• Right-click the Forecast view tab (or use the view menu) and select "Delete view"
• A confirmation dialog will appear before the view is removed
• Targets are preserved — if you add a new Forecast view later, your existing targets and period data will still be available

Period transitions

When a period ends, create a new period from the target assignment panel. Historical data from past periods remains accessible — switch between current and past periods using the period selector.

Permissions

Good to know

• Data accuracy: The Forecast view reads directly from your Deals board. If deal values, stages, or owners change on the board, the forecast updates accordingly.
• Deals without a close date are excluded from time-based forecast calculations.
• Deals without an owner appear in the team-level rollup but are not attributed to any specific rep.
• Large boards: The Forecast view is designed to work with boards containing 100+ deals.
• Browser refresh: All configuration, targets, and data persist across page reloads — nothing is lost.
• Target discrepancies: If the sum of sub-targets doesn't match the main target, the remaining unallocated amount is displayed clearly in the target assignment panel.

FAQ

Can I use the Forecast view on a non-CRM board?
Yes. The Forecast view works on custom boards too — you'll just need to manually map your columns during setup (no auto-detection).

What happens to my targets if I delete the Forecast view?
Targets are preserved separately. If you re-create a Forecast view, your existing targets and periods will still be there.

Can I have multiple forecast periods?
Yes. You can create new periods and switch between them. Historical periods remain accessible for comparison.

What's the difference between "Deal stage" and "Forecast categories" views?
Deal stage groups your deals by their pipeline position (e.g., Discovery, Proposal, Closed Won). Forecast categories group deals by commitment level (e.g., Commit, Best Case, Pipeline) — giving you a confidence-based view of the pipeline.

Can my reps see the Forecast view?
Users with view permissions on the board can see the Forecast view. Only users with edit permissions can assign or modify targets.