# Forecast The Forecast view turns your active deals into a forward-looking revenue picture.\ It helps you understand what your pipeline is likely to produce, not just what exists today. Forecasting in Fluid is intentionally simple.\ It is based only on real deal data, stage probabilities, and timing assumptions you control. Watch this short YouTube video showing how the revenue forecast works in Fluid CRM: *** ### Overview metrics The top of the Forecast page shows four key metrics: * **Total pipeline**\ The total value of all active deals, without probability applied. * **Expected revenue**\ The weighted value of all active deals, calculated using stage probabilities and optional deal-level close rates. * **Closing this month**\ The number of deals expected to close within the current month. * **Average deal size**\ The average value of closed deals, used as a reference point. These metrics update automatically as deals move, values change, or probabilities are adjusted. *** ### Pipeline by stage This chart shows expected value grouped by pipeline stage. Each bar represents a stage and displays: * Expected value for that stage * Total raw deal value in that stage * Number of deals in the stage * Stage probability When you hover a stage, you see: * Stage name * Expected revenue * Total deal value * Deal count * Probability percentage Stage probabilities come from your pipeline settings and are the same probabilities used elsewhere in Fluid. *** ### Three-month revenue projection This chart shows expected revenue over the next three months. For each month, the projection considers: * Which deals are likely to close in that time window * Stage probabilities * Deal values * Average sales cycle Hovering a month shows: * Expected revenue * Total deal value * Number of deals expected to close in that month This view is meant to provide directional clarity, not accounting-grade precision. *** ### How forecast calculations work Forecast numbers are based on three inputs: * **Stage probability**\ Defined per pipeline stage in pipeline settings. * **Deal-level expected close rate (optional)**\ If set on a deal, this overrides or adjusts the stage probability for that deal. * **Average sales cycle**\ Defined in Preferences and used to estimate when deals are likely to close. If you do not use deal-level expected close rates, the forecast relies entirely on stage probabilities and timing. *** ### Where probabilities come from Probabilities are controlled in two places: * Pipeline stage settings\ Each stage has a probability that reflects how likely deals in that stage are to close. * Deal card expected close rate\ An optional field that allows manual adjustment per deal. If both exist, the deal-level value is included in the forecast calculation. *** ### What the Forecast page is for The Forecast page is designed to: * Understand likely revenue outcomes * Identify where value is concentrated in the pipeline * Spot weak stages or stalled deals * Set realistic expectations for upcoming months It is not designed for: * Financial reporting * Invoicing or accounting * Long-term revenue modeling *** ### What to read next * Pipelines – configuring stages and probabilities * Preferences – average sales cycle and workspace settings * Deals overview – managing active conversations and deal flow --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://fluid-crm.gitbook.io/fluid-crm-docs/features/forecast.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.