Layout Options & Indicators

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The Layout and Indicators tabs in the View Builder control how data is arranged and what visual cues appear in the cells. These settings help you get exactly the right balance of density and readability for each view.

Indicators

Indicators are visual elements added to data cells. You can enable any combination of these from the Indicators tab in the View Builder.

Progress bars

Adds a progress bar to cells where quota is defined, showing the percentage of quota achieved. For example, if your quota is $5M and you’ve closed $3M, the cell shows a 60% progress bar.

Change indicators

Shows red and green bubbles indicating how values have changed over a configurable time period (default: 7 days). Red indicates a decrease; green indicates an increase.

Coverage ratio

Displays a light blue indicator showing the ratio of the cell value to the remaining quota gap. For example, if you have a $2M gap and your commit forecast is $10M, the coverage ratio shows approximately 5x.

Cadence indicators

Shows the current forecast submission status for each user — badges like “Submitted,” “Due in 1 hour,” “Due in 2 days,” or “Missing” depending on where they are in the forecasting cadence cycle.

Adjustment indicators

Pink arrows that show where forecast adjustments have been applied. Hovering reveals the unadjusted value, the team roll-up value, and the owner’s submitted forecast, so you can see how the adjustments stack up through the forecasting process.

Layout options

Standard vs. stacked

• Standard — Periods listed across the top with fields as sub-columns beneath each period. Best for views with a small number of periods (2–3).
• Stacked — Periods go across the top but fields are listed vertically as rows. Better for views with many periods (4+) where horizontal space gets tight.

Both layouts support full drill-down into the hierarchy.

Total column

When enabled, adds a total column (or set of columns) to the right side of the view, summing the values across all periods. Useful when you want to see the aggregate without building a separate annual view.

Grouping display

When your forecasting type uses groupings (e.g., by product family), you have two options:

• Single drill-down (default) — The hierarchy works normally, with a plus sign on each row to expand and see the group breakdown inline.
• Drill-down by group — The view splits into separate blocks, one per group (e.g., “Widget Type Large” and “Widget Type Small”), each with its own independent hierarchy drill-down.

What’s next

See Saved & Shared Views to learn how to save your configured view and share it with your team.