Forecasting Setup: Fiscal Year, Categories & Quotas

The Forecasting page lets your team set, edit, and track revenue quotas. Settings → Forecasting is where admins configure how forecasting works for the organization — the fiscal calendar, which CRM categories to show in the chart, and per-user quota targets. This article covers all three.

For the user-facing Forecasting page itself, see Forecasting.

Forecasting Configuration

The top section sets the calendar everything else aligns to.

• Fiscal Year Start — pick the month and day your fiscal year begins. Click the date icon to open the picker. The day matters: a fiscal year that runs February 1 → January 31 is different from January 1 → December 31.
• Forecasting Period — choose Monthly, Quarterly, or Annual. Period buckets are derived from the fiscal year start (so a quarterly period starting February 1 produces Feb–Apr, May–Jul, etc.).

Both settings save automatically when changed.

Forecast Amount Categories

This table controls which CRM forecast categories show up in the forecast chart and which ones reps can edit when submitting a forecast.

Each row corresponds to a forecast category in your CRM (HubSpot or Salesforce — Glyphic pulls them automatically). Two toggles per row:

• Viewable — when off, this category is hidden from the forecast chart entirely. Use this to suppress categories your team doesn't actively use (e.g. legacy categories you've stopped maintaining).
• Editable — when on, reps can edit the amount for this category when submitting a forecast. When off, the category is read-only at submission time but still shown in the chart. Editable can only be on if Viewable is on.

Click Save Changes at the bottom to apply edits, or Cancel to revert.

What if I don't see any categories?

The list comes from your CRM's forecast categories. If the table is empty, either no CRM is connected or the connected CRM doesn't expose forecast categories. Check Settings → Organizational → CRM data sync.

Forecast Quotas

Set the quota target for each user, per forecasting period.

• Period dropdown — pick which forecasting period the quotas apply to (e.g. Q3 FY24). The page defaults to the period containing today's date.
• Search — filter the user list by name.
• Quota — type the target value into each row. The currency symbol is taken from your CRM. Modified rows are highlighted in amber until you save.

Sync from CRM

If quotas already exist in your CRM, click Sync from CRM to pull them in for the current period. Synced values populate the table and are highlighted as modified — click Save Changes to commit them.

Saving and cancelling

• Save Changes — writes any edited quotas back to Glyphic for the selected period.
• Cancel — reverts unsaved edits to whatever Glyphic currently has.

Permissions

Only admins can change forecasting configuration, the category table, and quotas. Reps see their own quotas on the Forecasting page.

FAQ

Why is the Forecasting nav item missing for some users?

Forecasting is a separate feature that's enabled per organization. If you don't see it in the left nav, contact your admin or support@glyphic.ai.

What happens to existing forecasts if I change the fiscal year start?

The period buckets shift to match the new start date. Submitted forecasts for past periods remain attached to those periods, but the labels and groupings update.

If I hide a category, do existing deals in that category disappear?

No — the deals are still in your CRM and still visible in deal pages. Hiding only suppresses the category from the forecast chart and the submission UI.

Can a user have a different quota in different periods?

Yes. Each period stores its own quota per user. Switch the period dropdown to view or edit a different period.

If you have questions about Forecasting setup, reach out to support@glyphic.ai.