Deal Forecasting in Pragma — How It Works
Pragma shows you at a glance how much revenue is realistically coming in this month and quarter — no spreadsheets needed.
What is Deal Forecasting?
The Forecasting dashboard (Reporting → 🔮 Forecast) automatically calculates three key metrics from your open deals:
| Category | Meaning |
|---|---|
| Commit | Deals you're confident about — almost certain to close |
| Best Case | Deals that could realistically close — if everything goes well |
| Pipeline | All open deals combined — the upper bound of what's possible |
How Is a Deal Categorized?
On any deal you can set the Forecast Category in the top-right corner:
- Commit — you can promise this to the team
- Best Case — likely, but not yet certain
- Pipeline — in the running, outcome open
- Omitted — deliberately excluded (e.g. cancelled, paused)
Default: All new deals automatically start as Pipeline.
Weighted vs. Unweighted Values
The system always calculates both:
- Unweighted = deal value × 100% → what is the maximum possible revenue?
- Weighted = deal value × probability % → realistic expected value
The AI Win Rate learns from your closed deals which stage historically leads to a close how often, and automatically suggests a probability for you.
Monthly Pipeline Chart
The bar chart shows the next 6 months:
- Light blue = total pipeline (unweighted)
- Green = Commit portion (what you've committed to)
Deals are grouped by their closing date. Deals without a closing date don't appear here — so always set a closing date!
Quota Tracking
Under Set Quota you can enter a revenue target for each month (format: 2026-07) — either for the whole team or per sales rep.
The dashboard then automatically shows:
- How much was actually won (Won)
- What percentage of the target has been reached (quota attainment)
Tips for Accurate Forecasts
- Always set a closing date — without a date a deal won't appear in the monthly chart
- Keep probability updated — adjust the % when something changes
- Keep forecast category current — switch to "Commit" when a deal is certain
- Review regularly — 10 minutes on Monday is enough for a clean forecast
The Forecasting dashboard updates in real time — no manual export needed.