The Lyte Guide to Outreach Product Releases 2025 Edition
Deals and forecasting in 2025: every update, in order
Forecasting got most of the attention in 2025: a combined net forecast, Microsoft Dynamics support, line-item forecasts and split credit for team-sold deals. Then in August, Deal Agent arrived to keep opportunity fields up to date from your calls. Here are all 21 updates.
Each spike is a month. The taller it is, the more Outreach shipped. Tap a month to jump to it.
One number for the whole business
Net summary forecast
Leaders · RevOpsOutreach can roll New Business and Renewals forecasts into one live net forecast, and admins can limit sensitive forecasts to chosen teams.
Click a forecast number to see its deals
ManagersClicking a number in the forecast roll-up now filters the opportunity list below it, instead of opening a pop-up.
Add people to territories by hand
Admins · RevOpsFor Enterprise Territories customers, admins can add or remove users from a forecasting territory even when the CRM doesn’t place them there.
Your list view stays put
ManagersFilters, sorting and columns on the forecast opportunity list stick when you switch views.
Filter deals by success plan date
AEs · ManagersFilter, sort and show the date each success plan was created.
Forecasting comes to Dynamics
Forecasting for Microsoft Dynamics
Managers · RevOpsDynamics customers get the forecast roll-up, rep forecasting, opportunity grid, pipeline summary and multi-currency. Features that need history were promised for August.
Forecast Trends
Leaders · RevOpsCompare forecast calls, roll-ups, AI projections and won revenue over time. It needs to be configured.
A richer opportunity grid
AEs · ManagersAccount names, a deal health trend, health filters and a Prospects column.
Opportunity Splits
RevOps · ManagersForecast each rep’s share of a split deal. It launched in beta in May and was announced as generally available in November. We count it once.
Read the full Opportunity Splits guide →Deal Agent arrives
Deal Agent
AEs · Managers · AdminsDeal Agent reads your Kaia calls and meetings and suggests updates to sales methodology fields like MEDDPICC and to some opportunity fields, such as Next Steps.
Read the full Deal Agent guide →Forecasting gets its own spot
Reps · ManagersForecasting moves into the main navigation, and old Opportunities links redirect to it.
Side panel and activity in the grid
AEs · ManagersThe opportunity grid adds a slide-out side panel and an Activity column.
Line item forecasting
Managers · RevOps · FinanceForecast by product line or SKU, using opportunity line items synced from your CRM.
Dynamics forecasting, phase two
Dynamics teamsScenario Planner, Pipeline Movement and more forecasting features now work with Dynamics.
Look four quarters ahead
Managers · LeadersA new filter shows forecast metrics up to four quarters out.
Why did the number move?
Switch forecasts and hierarchies faster
Managers · RevOpsA dropdown switches between parallel forecasts, and hierarchies can be changed inside the table.
Deal Agent upgrades
AEs · ManagersDeal Agent suggests Next Steps updates, tags prospects as Champion or Economic Buyer and shows when each field was last updated.
Read the full Deal Agent guide →Forecast Movement
Managers · LeadersInside Forecast Trends, see which deal changes moved the forecast.
Smart Forecast Assist (beta)
Managers · LeadersAI points out risk patterns across the forecast roll-up. Ask your account team for access.
Salesforce opportunity teams in Outreach
AEs · SEs · RevOpsOpportunity team members sync both ways with Salesforce, which is also what Opportunity Splits needs.
Smart Deal Assist upgrades
AEs · ManagersDeal Assist gets timeframe filters, room for up to 80 calls and 500 emails, timestamps on email sources and a buyer-only focus.
Read the full Smart Deal Assist guide →Forecasts your leaders can trust.
Lyte Sales is a certified Outreach Professional Services partner. We set up Deal Agent, forecasting and opportunity syncing so the numbers hold up.
Talk to Lyte Sales