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