What is Forecast Roll-Up?
A company forecast is not a top-down guess; it is the sum of many smaller forecasts rolled up through the org. The roll-up is the machinery that connects them.
Its value is accountability with transparency: every manager owns their level's number, and anyone can trace the company figure down to individual deals.
Short answer
A forecast roll-up aggregates forecasts from the deal level up through reps, managers, and regions to a single company number. Each level can see and adjust its own figure and drill down into the deals beneath it. The roll-up is how a leader gets one accountable number while preserving the ability to inspect the deals that built it.
Key takeaways
- Aggregates deal and rep forecasts up to a company number.
- Each level owns and can adjust its own figure.
- Supports drill-down from company total to single deals.
- Managers can add judgment adjustments at each level.
Why it matters
Leadership needs one number, but that number is only trustworthy if it traces to real deals. A clean roll-up gives accountability at every level and lets anyone inspect what the company figure is actually made of.
How Ardovo handles it
Ardovo rolls forecasts from rep to team to company automatically and lets managers apply adjustments at each level, while Rook lets anyone drill from the top number straight to the deals driving it.
Frequently asked questions
What is a forecast roll-up?
It is the aggregation of individual forecasts from the deal and rep level up through managers to a company number, with each level able to view, adjust, and drill into its own figure. It gives leadership one number that traces back to real deals.
Why do managers adjust the roll-up?
Because managers often have context a raw aggregation lacks, such as knowing a rep tends to overcall. Judgment adjustments at each level calibrate the number, though they should be transparent and defensible.
How is a roll-up different from a single forecast?
A roll-up is built bottom-up from many smaller forecasts and preserves drill-down at every level, whereas a single top-down number offers no visibility into the deals behind it.