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Search results for:forecasting

Backstory Forecasting
Access Your Forecast… Forecasts Views By Role… Analyze Your Forecast
Forecasting Query API
Forecasting Query API allows you to retrieve forecast records across your organizational hierarchy and… Note: The Forecasting API is currently in beta. Access to Backstory's APIs requires an API key… POST https://api.people.ai/v3/beta/forecasting/query Retrieve forecast records with flexible filtering
Custom Data Loader for Forecasting
The Forecasting Custom Data Loader allows you to upload additional fields in Forecasting to include supporting… Accessing the Forecasting Custom Data Loader Using the Forecasting Custom Data Loader Frequently… Add a Static Field to a Forecast Type
Forecast User Assignments
Easily manage which users are assigned to each level of your forecasting hierarchy… How to Access Forecast User Assignment… How to Use Forecast User Assignment
Forecast Hierarchy Management
Create a Forecast Hierarchy… Update Your Forecast Hierarchy… You can also make small adjustments directly in the Forecasting Hierarchies Admin UI
Forecast Waterfall Charts
Visualize changes in your forecast and understand what’s driving them… What Forecast Waterfall Charts Show… Elements of Forecast Waterfall Charts
Create a Forecast Type
Create a Forecast Type… Customize Forecast Columns… Delete a Forecast Field
Plan to Win: Mastering ClosePlan Webinar
Improve 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
Email Bounceback Detection
as inactive, you can better manage your sales outreach, maintain a clean CRM, and improve your forecasting… This feature is available for all customers using the Forensics, Forecasting, Premium/Enterprise Opportunity
Forecast Headlines
Automatically surface prevalent risks in your forecast before they impact results… Forecast Headlines is an AI-powered feature that highlights the most significant risks in your forecast… In the left-hand panel under MY FORECASTS, click the forecast you want to view