Forecast Submission & Roll-Up

Win the Deal Deal Orchestration High-signal capability Updated July 2026

Forecast Submission & Roll-Up — Forecast submission and roll-up runs the cadence where reps commit numbers, managers adjust, and leadership sees an aggregated view by team and region. CRM pipeline and deal scores feed each submission, and finance consumes the roll-up for planning and investor guidance.

Where it sits in the lifecycle

Forecast Submission & Roll-Up lives in the Deal Orchestration phase of Win the Deal — the stage where you quote, negotiate, and close on governed pricing. In the corpus tool index this phase maps to the CRMcategory.

Tools that support it

CORPUS ADOPTION — TRACKED COMPANIES RUNNING EACH TOOL Salesforce 65 HubSpot 31 Gong 11
Companies whose monetization signals name each tool, of the forecast submission & roll-up supporters — from public job posts, blogs, and filings.
  • Salesforce Core 65 in corpus Collaborative Forecasts — submissions, overrides, and roll-ups by hierarchy.
  • Gong Core 11 in corpus Gong Forecast — submissions and roll-ups grounded in interaction data.
  • Clari Core
  • HubSpot Supported 31 in corpus
  • Aviso Supported

Related modules in Deal Orchestration

Back to the capability map