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.
- Click Analytics → Upsales Insights → Dashboards:
- Search or scroll to the Weekly sales forecast meeting:
- Click to open the dashboard and then click the boxes under Sales rep or role to filter:
- After choosing your filter, click Update:
- 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:
- Scroll to opportunity progression to view the history of deals over the past seven days: