Recorded weighted forecast
Record grain: opportunity
Date basis: As of latest refresh
Rules: Expected close in forecast month with explicit 0–1 probability and known reporting-currency value
Sales · Google Sheets sample
GoHighLevel Forecast & Changes report template
Review weighted opportunities and movement since a selected saved cutoff. This report makes configured probabilities and snapshot availability visible.
Forecast & Changes
Invented sample · Fixed as of October 13, 2026 · USD · America/Chicago
Change filters to explore the sample locally. No account connection.
Recorded weighted forecast$1,830.002026-10 · explicit probability and expected-close inputs only
Period target$10,000.002026-10 · matching sales-value goal and currency required
Forecast-versus-actual errorNot enough dataRequires saved forecast and resolved period outcomes
Deals with slipped close dates1Change since selected saved cutoff
Weighted pipeline by owner
View chart data
| Group | Value |
|---|---|
| Alex Morgan | $1,830.00 |
| Jamie Chen | $0.00 |
| Sam Rivera | $0.00 |
| Unassigned | $0.00 |
Forecast changes
Movement since selected saved cutoff
View chart data
| Group | Value |
|---|---|
| Saved | $1,830.00 |
| Olivia Bennett · Service quote | $0.00 |
| Liam Carter · Service quote | $0.00 |
| Current | $1,830.00 |
| Deal | Owner | Saved close | Expected close | Explicit probability | Change |
|---|---|---|---|---|---|
| Olivia Bennett · Service quote | Alex Morgan | 2026-10-10 | 2026-10-25 | 60% | $0 |
What the metrics mean
Period target
Record grain: goal period
Date basis: Forecast month
Rules: Configured goal
Forecast-versus-actual error
Record grain: saved forecast + opportunity
Date basis: Resolved saved forecast period
Rules: Absolute forecast versus actual error; unavailable until period resolved
Deals with slipped close dates
Record grain: opportunity
Date basis: Change since selected saved cutoff
Rules: Expected close date later than saved date
Required data and boundaries
- Compatible saved snapshots
- Opportunities
- Configured probabilities and forecast period
Weighted pipeline needs explicit probabilities and eligible close dates. Snapshot movement requires compatible saved coverage and is not a promise of forecast accuracy.
7 open deals excluded: missing / out-of-period forecast input or other currency. No probabilities inferred from customer outcomes.
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