All help pages

Ask for a report and read the forecast

1. Ask for a report

1. Open Reports and forecast in the sidebar (on a phone, under More).
2. Press Ask for a report. The assistant opens with an empty box and three report questions to start from.
3. Ask in your own words, for example "won deals by owner this quarter", or press one of the questions to put it in the box, then Send. The answer is worked out from the deals you can see.

Your last 10 questions are kept on Reports and forecast, and you can star up to 50 to keep them. Press Run again on any of them to get today's answer. Only the question is kept, not the answer, so it is always worked out again over what you can see today. You can also ask the assistant which questions you asked lately, or to star one; the star comes to you as a suggestion to approve.

2. Save and share a report

A report you ask for in the chat can be saved under a name. A saved report can be shared with a team or the whole workspace. Each person it is shared with sees it worked out over the deals they can see, so two people may see different numbers.

Your saved reports, and the ones shared with you, are under Saved reports on Reports and forecast. Press Run to work one out again from today's deals. On a report you can change, press Share with everyone or Stop sharing with everyone; sharing with a team stays as it was. On your own report, press Delete and confirm: every version goes, and a dashboard tile that showed it says it is not available. Press Add to menu on a saved report to open and run it from the sidebar (Your menu). Press Add to dashboard to put it on a dashboard. The assistant cannot change a report a colleague shared with you; it says so and offers to save a changed copy as your own, which you approve like any other suggestion.

On a report of money, choose a currency under Show in to add one total in it, on a question or a saved report. Press By currency under the total to see each currency's own figure and the rates used. Each currency shows them apart.

To change a saved report, ask the assistant. The change comes to you as a suggestion to approve, showing the report as it is saved now and as it would be (Approve or reject a suggested change).

3. Read the forecast

Press Open the forecast on Reports and forecast. It is also a link in the header of Deals.

• Choose the period: this month, this quarter or this year.
• The large number is the forecast for each currency. With a reporting currency it is one number: By currency shows each figure and the rates, Show in picks a currency or Each currency. Under it are the amount already won and the weighted pipeline, and how far the number moved.
• Open deals with no expected close date are in no period. The page says how many there are. Open deals whose expected close date is before the period began are counted in a line beside the forecast, with a Review them link, and are not in the forecast.

4. Why the forecast moved

Why it moved lists what changed the forecast. Use Compare with to choose what to compare against: last week, your automatic snapshot, or a snapshot you saved. To keep today's numbers to compare against later, open Snapshots and save one. Press Explain in words for a few sentences, written by the AI from the figures, on why the number moved. The figures stay the record: if the AI's wording does not match them, you see the figures alone.

5. Try a scenario

Press New forecast scenario on Reports and forecast. The forecast opens at Scenarios. Under Scenarios, choose what to try, for example a deal slips, you lose a deal, or quiet deals are left out. Answer the one question it asks, and press Show the scenario. The result is shown beside the forecast and labelled as a scenario, not the forecast. No deal is changed.

To keep a scenario, press Save the scenario under the result and give it a name. Open it again from Saved scenarios: it is worked out again from today's deals, so its numbers can differ from the day you saved it. With a saved scenario chosen, press Rename to give it a new name, or Delete to remove it. Only the scenario goes: your real deals are never touched. You can delete only scenarios you saved yourself.

6. Dashboards

Press Open the dashboards to see every dashboard you can open. You can make your own, copy one, share one, and choose which dashboards sit in the sidebar and in what order.

Press Customise, then Add a widget, to add a ready-made figure, such as Overdue activities, by person, or a saved one. A tile you can no longer open says it is not available.

To see how much each person has used the AI this month, press Customise, then Add a widget, and choose AI use per person, this month. Each row is a person: their assistant answers, the emails the AI read for them, and any other AI actions, with a total underneath. It shows counts, never money. An owner or admin sees everyone in the workspace. Anyone else sees only the people they can see, often just themselves, and the total covers only those rows.

7. Make a report yourself

You can make a report without the chat.

1. Press New report on Reports and forecast.
2. Under What to count, choose Deals or Activities (calls, meetings, emails and tasks). Under What to show, for deals, choose Number of deals, Total value or Average value.
3. Under Group by, choose what to split it by, such as stage, owner, a month or a field of your own. Choose No grouping, one figure for a single number.
4. Under Period, choose a range such as This quarter, Between two dates or All time, and under By which date it is over: the expected close date, the date the deal closed, or the date it was created.
5. To count only some deals, open Only some deals and choose a status, a pipeline or an owner.
6. To add a calculated column, such as a close rate, open Formulas, press Add a formula and give it a name. Write the formula in the box, or open Start from an example and press Use. As you type, the box offers the fields and functions that start the word you are on; the lists under it show every function with a sentence and every field. The line under the box says the formula is fine and what kind of figure it gives, or what is wrong and where. A formula works out one figure for each group, over the same deals as the report, and is shown beside the preview. Where it could not use every deal, it says "N of M deals". Where it cannot give a figure, for example when it would divide by zero, it says so in words and never shows 0. A report holds up to five formulas.

The Preview updates as you choose. With Between two dates, while a date is missing or the second is before the first, the page says so and shows no preview and no Save report until the dates are valid. It is worked out over the deals you can see, so an owner's deals you cannot open are not counted. Press Show as a table to see the figures as a table. Press Save report and give it a name to keep it under Saved reports (Save and share a report). A report you make here is the same report the assistant makes when you ask for it in the chat.

For activities, group by state (planned, overdue, done, canceled), type, kind (call, meeting, note), source (from calendar, added by hand), person or month, over the day they are due, the day they were done or the day they were created in the CRM (booked). An activity is overdue when it is still open and was due before today.

Press Export CSV to download the report as it is shown: readable headings in your language, names instead of codes, amounts in currency units and dates in your format.

8. Set targets for won deals

A goal is a target for won deals in a month or a quarter, for one person or for the whole workspace. Everyone sees the goals and how far along each is; an owner or an admin sets them.

1. Press Goals in the header of this page.
2. Press New goal. Choose who it is for, what is counted (the value of deals won, or the number of deals won), a month or a quarter, the year, and type the target. A value goal needs its currency, for example USD.
3. Press Save goal.

Each goal shows the target, how much has been won so far, and a bar. Progress is counted from the deals won in that period, so it is always today's figure. Deals won in another currency are not counted in a value goal, and the goal says how many. Where your workspace has a reporting currency, a value goal also shows everything won converted into it at each deal's close-date rate, and a goal in that currency counts it toward the target. If you cannot see every deal, the goal says it is counted over the deals you can see.

To raise or lower a target, press Change target on the goal. To aim at a different person, measure or period, set a new goal.

The Against the goal card shows these goals again, beside the number for the month or quarter you choose.