How Managers Use the My Forecast Tab to Review, Update, and Improve Forecast Accuracy
1. Open the Team Forecast tab to review team performance
As a manager, go to the Team Forecast tab.
Use this tab to get a high-level view of your team’s forecast performance.
Key metrics shown here include:
Rep forecast amount
Recovery forecast
Closed won
Team target
Gap to target
2. Review the team breakdown table
Look at the table below the summary metrics for a rep-by-rep breakdown.
For each team member, you can see:
Rep name
Submitted forecast
Recovery forecast
Deals at risk
Closed won
This helps you quickly identify which reps are on track and which need support.
3. Compare submitted forecast vs. recovery forecast for each rep
Use the visual comparison beneath the table to see how each team member’s submitted forecast compares to their recovery forecast.
This makes it easier to spot gaps, changes, or opportunities to improve forecast accuracy.
Focus on reps where the recovery forecast differs significantly from the submitted forecast.
4. Use Recovery Chat to coach reps and answer questions
Open the Ricavi Chat to ask questions about any team member or their deals.
Use it to dig into deal details and understand what is affecting forecast performance.
Ask questions that help you coach reps toward:
Hitting target
Exceeding target
This is useful for turning forecast insights into action.