The Roll-Up explained

The Roll-Up explained

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