Forecast planning 2.0

Mar 4, 2026

Overview

In this release, we expanded Forecasts from a capacity-first report into a full planning workflow.

• Forecast planner: We brought capacity, revenue recognition, and deal drivers together so you can compare them side by side.
• Revenue over time: We now show full revenue recognition using payment milestones where available, with sensible fallback recognition where they are not.
• Deal Drivers: We made peaks and troughs easier to read, so you can quickly identify which deals are creating load.
• Rescheduling workflow: We added drag-to-test shifts, change review, and apply-in-one-go controls.
• Performance and continuity: We improved long-range performance and now persist active tabs and filters across refreshes.

Forecast planner

We redesigned Forecasts to support planning decisions directly in the page, not just reporting.

• Capacity, revenue, and drivers now work as connected views
• Hovering a deal in Drivers highlights matching schedule rows and resources
• You can move between analysis and action without leaving Forecasts

Revenue recognition in Forecasts

Revenue recognition and deal drivers

We improved how revenue and demand patterns are explained over time.

• Revenue now reflects payment milestones when they exist
• Forecasts applies practical recognition when milestones are not defined
• Driver views now make it easier to understand which deals are creating peaks and troughs

Deal drivers in Forecasts

Rescheduling workflows

We introduced a simple workflow for rescheduling multiple deals.

• Drag deals to test timeline shifts (and impact on revenue and capacity)
• Preview impact to resources and timelines
• Review all proposed changes before applying
• Locked deals update version history when rescheduled
• Draft deals rescheduled directly
• Stale edits are flagged so you can refresh before applying

Bulk reschedule deals from Forecasts Improved resource schedule with groups

Misc

• Deal schedules now show milestone context more clearly in forecast views
• Resource grouping in Forecasts is easier to scan and compare
• Progressive loading and prefetch improve long-range timeline performance
• Active filters and selected tabs now persist after refresh