Lyte Sales logoThe Lyte Guide to Outreach Product Releases 2022–2024 Archive
Deals and forecasting · 2023–2024 highlights

Deals and forecasting, 2023–2024: the highlights

Forecasting and pipeline tools moved out of a separate app and into Outreach, Deal Overview put a deal on one screen, and 2024 added the pieces bigger companies need: currencies, goals and territories. Here are the highlights, plus everything else that shipped.

18updates 4highlights 8months with news

Each spike is a quarter. The taller it is, the more Outreach shipped. Tap a quarter to jump to its year.

What changed names
BeforeAfter
Outreach Commit (a separate app)Forecasting & Pipeline Management, inside Outreach (beta 2023, generally available 2024)
Chapter 1 · 2023 · 8 updates

Forecasting comes home

JUL 23

Forecasting moves into Outreach

AEs · Managers · Leaders

Deal Grid, rep forecasts, pipeline dashboards, Pipeline Movement and the Scenario Planner moved out of a separate app and into Outreach. Beta from July 2023, generally available February 2024.

Read the full forecasting guide →
JUL 23

Deal Overview

AEs · Managers

One tab that sums up a deal: value, close date and how they changed, buyer engagement, Kaia insights, deal health and plan progress. Generally available February 2024.

Read the full forecasting guide →
Also shipped in 2023
  • FEB 23Success Plans and Kaia in Commit
  • FEB 23Export forecast submission history
  • APR 23Deal Health trends
  • MAY 23Success Plans timeline
  • JUN 23Success Plans meeting booking
  • JUL 23Forecasting in EU datacenter
Chapter 2 · 2024 · 10 updates

Forecasts for how you really sell

AUG 24

Forecast in local currency

Global teams

Regional teams forecast in their own currency while leaders see roll-ups in theirs. November brought it to opportunity lists too.

Read the full forecasting guide →
NOV 24

Forecast by territory

RevOps · Enterprise leaders

Salesforce territory hierarchies sync in, so forecasts roll up by territory instead of by person.

Read the full forecasting guide →
Also shipped in 2024
  • MAY 24Forecast inspection
  • MAY 24Player-coach forecasting
  • MAY 24Inline editing for Dynamics opportunities
  • AUG 24Multiple forecasting goals
  • NOV 24Multi-currency on opportunities
  • NOV 24Opportunity filters and sorting
  • NOV 24Forecast roll-up improvements
  • NOV 24Monthly and quarterly forecast pacing
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