Roll-Up

How do you access the roll-up?

The roll-up tab can only be accessed if forecast submissions have been enabled in the admin console. If you cannot access the roll-up tab (see here), contact your admin to enable forecast submissions first.

If forecast submission has been enabled, click on the 'Roll-Up' tab in the forecasting section of Weflow.

What can I do with the roll-up?

The roll-up allows you to:

• Filter forecasts by date and users
• Look at aggregated forecasts across teams 
• Check comments that users added during the submission flow
• Compare the forecast call with quota and the different forecast categories incl. pipeline coverage
• Download the roll-up as a CSV file