Sales / RevOps
Forecast Category
The buckets reps drop deals into to signal how confident they are the deal closes this period.
The fork, why two teams get different numbers
The category DEFINITIONS themselves fork.
In the Metric Library
- The full fork, both definitions worked all the way through
- The trap that makes the number lie, on a real export
- Every formula variant, spelled out
- The reconciliation anchor, what to tie it to and when to refuse
Reference: CRM/RevOps convention (Salesforce forecast categories)