What Is the Forecasting Roll-Up View?
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The Roll-Up view in Weflow shows you the forecasted revenue for every person on your team, all in one place. Managers can see how each rep is tracking, and reps can see exactly where they stand against their target. Each row represents a person or team, and each column tells you a different piece of the revenue story for the selected time period.

The roll-up allows you to:

The view shown in the screenshot covers New + Expansions for July 1, 2026 to September 30, 2026. You can change the time period and filter by team members using the controls at the top of the page.

Below is every column you see in the Roll-Up view, what it means in plain language, and how Weflow calculates the number.

When you submit a forecast in Weflow, you are asked to fill in three numbers. Each one means something slightly different and serves a different purpose for your manager and your team.

Commit is your floor. It is the number you are confident enough in to stake your reputation on. When you submit a Commit, you are telling your manager: I will close at least this much this period, barring something completely unexpected.

Use Commit for deals that are in late stages, actively moving, and where you have a strong sense of timing. Do not include deals that are still early or where the decision-maker has not been engaged recently.

Best Case is the optimistic scenario. It is the number you could close if your strongest pipeline deals also come in, on top of your committed deals. You are not promising this will happen, but it is realistically possible.

Include deals that are progressing well but may slip, or where there is genuine interest but the close date is not locked in. Think of Best Case as: if things break your way, this is where I land.

Baseline sits between Commit and Best Case. It is your most realistic, balanced prediction. If Commit is the floor and Best Case is the ceiling, Baseline is the middle of the room.

Use Baseline to capture deals that are likely but not certain. These are deals where you have had recent activity, a clear next step, and a reasonable close date, but something could still delay them.

When you click Submit next to your name in the Roll-Up view, a panel opens called Submit Forecast. This is where you enter your numbers for the period. Here is a walk through of everything you will see inside that panel.

The Summary Bar at the Top

At the very top of the Submit Forecast panel, Weflow shows you a quick snapshot of your current numbers before you type anything. These are read-only and are there to give you context as you fill in your forecast.

Below the summary bar, you will see two tabs: Best Case and Baseline. These are the two forecast types you can submit from this panel. Click each tab to fill in the numbers for that forecast type. Both work the same way.

Each tab is broken down by month within the period. For example, if you are forecasting for July to September, you will see separate sections for July, August, and September. You fill in your number for each month individually. This gives your manager a month-by-month view of how your forecast is shaped across the quarter.

Each month section shows a label in orange that says To be completed if you have not yet submitted a number for that month. Once you enter a number, that label disappears.

This is the main input field. Type the revenue number you are forecasting for that specific month. You can enter any amount in euros. This is the number that will appear in the Best Case or Baseline column on the Roll-Up view for that month.

Below the Forecast Amount field, there is a link that says Select Opportunities to be included. Clicking this opens a list of your open deals so you can manually choose which specific opportunities make up your forecast number for that month.

This is optional but highly recommended. When you attach deals to your forecast, your manager can click through and see exactly which opportunities you are counting on. It makes your forecast more transparent and easier to review in forecast meetings.

If the total value of the deals you select is different from the number you typed in the Forecast Amount field, both are saved. The Forecast Amount is what shows on the Roll-Up view. The selected opportunities are the supporting detail behind that number

There is a text box labeled Comments below the opportunity selector. This is a free-text field where you can leave a note for your manager about your forecast. You might use this to explain why a deal is included, flag a risk, note that a close date has shifted, or give any other context that the number alone does not capture.

Comments are optional but useful, especially when your forecast has changed significantly from the previous period or when there are deals that need context to be understood correctly.

Once you have filled in all the months you want to submit, click the Submit forecast button at the bottom right of the panel. This saves your numbers and updates the Roll-Up view immediately. If you want to leave without saving, click Cancel.

Click on Forecasting in the left sidebar. Make sure you are on the Roll-Up tab and that the correct time period is selected at the top of the screen.

Locate your name in the list. Click the Submit button in either the Best Case or Baseline column. The Submit Forecast panel will open.

Check the numbers at the top of the panel. These show your Revenue Goal, Quota, Closed, Commit, Best Case, Pipeline, and Total Pipeline Coverage. These are read-only and give you context before you type anything.

Click Best Case or Baseline depending on which forecast type you are filling in. You can fill in both before clicking Submit.

For each month shown, type your forecasted revenue in the Forecast Amount field. Each month is separate. Fill in all months you want to submit, and leave any months blank if you have no forecast for them yet.

Click Select Opportunities to be included and choose the specific deals that make up your forecast number. This is optional but recommended so your manager can see the breakdown behind your number.

Use the Comments field to explain anything unusual about your forecast, a deal risk, a timing change, or any other context your manager should know.

Once everything looks right, click the Submit forecast button at the bottom right. Your numbers will appear on the Roll-Up view immediately.

The Roll-Up is what happens when Weflow adds up all the individual submissions across your team into a single number for the manager or team row.

Each rep submits their own Best Case, Baseline, and Commit. These numbers are entered manually and represent that rep's personal judgment about their pipeline.

When a manager row is shown, Weflow adds up all the numbers from the reps below it. For example, if the Customer Success team has three reps and they have submitted Best Case numbers of 100,000, 100,000, and 0, the Customer Success team row will show a Best Case of 200,000.

The same logic applies to Closed, Pipeline, and all other automatically calculated columns. Team totals are always the sum of the individual rows beneath them.

The Executive row at the top aggregates across all teams below it. This gives leadership a single number to look at for the entire organization.

Before raising a ticket or asking your admin, run through these checks first. Most display issues are caused by CRM data rather than a Weflow problem.

Pipeline Coverage (Revenue Goal) answers the question: for every euro I need to close, how many euros do I have in my pipeline? Use this table to quickly understand what your coverage ratio means and what action to take.

Not sure which number goes where? Use this as a quick decision guide every time you open the Submit Forecast panel.

Forecasts that are submitted once and forgotten are not useful. Here is a simple weekly rhythm to keep your forecast accurate and your manager informed without it feeling like extra admin work.

Both Revenue Goal and Quota appear in the Submit Forecast panel and the Roll-Up view, and they can sometimes show different numbers. Here is what each one means.

Revenue Goal is the revenue target your team or manager has set for you for the period. It is the number used to calculate Gap to Target and Pipeline Coverage (Revenue Goal). This is typically aligned to the business plan for the quarter.

Quota is the number tied to your compensation plan. It may be the same as the Revenue Goal or it may be different, depending on how your company structures its targets. Pipeline Coverage (Quota) uses this number.

In practice, if you see two different numbers for Revenue Goal and Quota, work toward the Revenue Goal for your forecast submissions. Ask your manager if you are unsure which number takes priority for your performance review.

These are the most frequent errors people make when submitting forecasts in Weflow. Avoiding them will make your forecast more accurate and save time in forecast review meetings.