Use the forecast action priority matrix

The Forecast Action Priority Matrix plots open opportunities by deal health and probability to close in the selected forecast period. It helps managers separate reliable forecast deals from opportunities that need intervention.

Open the matrix

Go to Close → Forecast and find Action Priority Matrix.

The matrix uses:

• Health score on the horizontal axis.
• Probability to close on the vertical axis.
• Deal amount for bubble size.

The chart reflects the active forecast filters and date range.

Read the quadrants

Each opportunity falls into one of four quadrants:

• Safe Bets — high health and high probability. These are the most reliable opportunities in the forecast.
• Urgent Attention — low health and high probability. These are forecast-relevant deals with risk that should be addressed quickly.
• Acceleration Opportunities — high health and lower probability. These deals may be healthy but need help moving into the current forecast.
• Deprioritize — low health and lower probability. These are less likely to close soon unless something changes.

Focus a quadrant

Click a quadrant to zoom into that group of deals. Click it again to return to the full matrix.

Use quadrant focus during forecast reviews when you want to discuss one category at a time, such as all Urgent Attention deals.

Inspect an opportunity

Click an opportunity bubble to review deal details, owner, amount, health, probability, and stage context.

Use this context to decide whether the next action is a coaching conversation, deal inspection, customer follow-up, or forecast adjustment.

Keep the matrix useful

For accurate prioritization:

• Keep opportunity stages and close dates up to date.
• Configure pipeline stages and forecast categories.
• Review health scoring guidelines so scores match your team's inspection process.
• Make sure opportunity amounts use the right revenue field for your workspace.