This guided video introduces Forecast, ProjectMark’s built-in analytics tool for understanding how opportunities and projects may impact your future revenue and workload.
In this walkthrough, you’ll learn how to create and configure forecasts, choose between revenue and deal probability views, and control how values are distributed over time. You’ll also see how forecasts appear on the dashboard and how they connect directly to individual opportunity cards—helping you make informed planning decisions without relying on spreadsheets or guesswork.