How Sellers Use the My Forecast Tab to Review, Update, and Improve Forecast Accuracy
1. Open the My Forecast tab and choose your time view
Start on the My Forecast tab.
By default, you’ll see a quarterly view.
You can switch the view to:
Monthly
Annual
This helps you review your forecast at the level that makes the most sense for your planning.
2. Review your performance against target
Use the summary view to understand where you stand relative to your goals.
Key metrics shown include:
Target
Closed Won
Gap to Target
This gives you a quick snapshot of forecast health and progress toward quota.
3. Add or request a forecast if one is missing
If you do not yet have a forecast set up, you can still get one added.
Ask your company admin to set the forecast for you.
Once added, the forecast data will populate in the My Forecast view.
4. Scroll through your deals and review forecast details
Scroll down to see all of your deals.
For each deal, you can review:
The stage it is in
Your My Forecast status
The win percentage
The Recavi forecast
This helps you understand how each deal is being evaluated.
5. Inspect why a deal is considered at risk
Use the toggle on a deal to see more detail.
The system will explain why the deal is at risk.
This gives you an AI-generated reason so you can understand the forecast logic.
6. Update the forecast status for each deal
Change the My Forecast status to one of the available options:
Likely to close
Likely to slip
At risk
If you believe the deal is strong, choose Likely to close to mark it more positively.
This lets you override or refine the AI forecast based on your judgment.
7. Add your reasoning when you disagree with the AI forecast
After selecting a forecast status, add your own explanation.
Include:
Why you believe the deal is likely to close
Why you think the AI forecast is incorrect
This creates context for your forecast update and improves transparency.
8. Watch the target and gap-to-target update automatically
As you make updates, the target and gap-to-target values refresh automatically.
This shows the impact of your forecast changes in real time.
It helps you immediately see how your updated deal outlook affects overall performance.
9. Use Ricavi chat for deeper deal guidance
From the same page, you can also chat with Ricavi.
Use the chat to ask for deeper insight into your deals.
The assistant can help you think through what actions may help move deals forward and improve progress.