The sales forecast translates your open opportunities and won work into a monthly view. It helps you compare what has already closed with what may close next.
Understand the headline values
Won in view is the value of opportunities closed as won in the selected period.
Weighted pipeline applies each stage's confidence to the value of open opportunities.
Best case assumes every open opportunity closes at its full value.
The monthly table runs chronologically from the earliest month in the selected horizon and shows where open value is expected to land.
Adjust the view
Choose a 6-, 12-, or 24-month horizon and move the starting window backward when you need more historical context. Switch between Weighted and Best case to change the projected series.
Fix opportunities without a close date
Open opportunities need an expected close date before Moxie can place them in a month. Use the no-close-date control to find those records and add a realistic estimate.
Use filters and export
Filter the forecast to focus on the stages, clients, confidence levels, or other available dimensions that matter to the review. Select Export CSV when you need the forecast outside Moxie.
Keep the forecast on a dashboard
Add the Sales forecast widget for won deals, weighted pipeline, best case, and deals missing a close date, or the Forecast chart widget for won and open pipeline by month. Both are included in the Sales dashboard template and are available to teammates who can view the pipeline. See Customize your Home dashboards.
Treat the forecast as a planning tool
A forecast reflects your current inputs, not a guarantee. Review aging opportunities regularly and update value, stage, confidence, and expected close date when new information arrives.
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