Use this Upsales Insights dashboard and agenda for the perfect weekly forecast meeting.

The weekly forecast meeting helps you focus on reality, hard numbers and actual business opportunities.

Upsales Insights requires the Insights add-on.

1. Click Analytics → Upsales Insights → Dashboards:
   
   
    
2. Search or scroll to the Weekly sales forecast meeting:
   
   
    
3. Click to open the dashboard and then click the boxes under Sales rep or role to filter:
   
   
    
4. After choosing your filter, click Update:
   
   
    

5. You can view performance per month and quarter. The green bars show results, while the blue lines shows targets:

   Click the three dots to view options for editing data:
   

6. Scroll to opportunity progression to view the history of deals over the past seven days: