Glossary

These are key concepts used across MaxIQ to organize data and support forecasting workflows. Understanding these terms will help users navigate the platform more effectively and interpret pipeline and forecasting data with greater clarity.

Views in MaxIQ are used to organize and separate lists of records. They allow users to filter records based on selected fields and access relevant data sets quickly while working with multiple records simultaneously.

Columns (cards) on the forecasting screen display summarized data based on their assigned type and mapped view. They can show opportunities grouped by stage, user-defined formula values, quotas, or forecast call types. Clicking a column opens a bottom drawer with detailed information related to that card.

Categories define the products or services being pursued in the sales process. They are synced from the CRM and help organize forecast data and provide visibility into what is being sold. The forecasting call users submit is for categories.

Sub-categories represent the confidence level of a sales representative or manager in closing specific records during forecasting. They help assess deal likelihood and improve forecast accuracy. Sub-categories help refine forecasting calls and can also support individual amount adjustments for better forecast accuracy.

Configurations allow admins to customize how data and components appear within MaxIQ. This includes Forecasting configurations (forecast categories, views, call types) and Homepage configurations (cards, tables, and displayed metrics).

SObjects (Salesforce Objects) are the core data structures in Salesforce that represent business entities such as Accounts, Opportunities, or Contacts. MaxIQ uses these objects to structure and display CRM data.

Records are individual instances of an SObject. For example, a single Opportunity or Account entry in the CRM is considered a record.

Fields are the individual data attributes within a record. Examples include Name, Amount, Close Date, Stage, Owner, and other properties associated with an SObject.

Fields that reference or pull information from related objects or records within the CRM structure.

The process of submitting forecast calls for opportunities, based on a user’s confidence in closing them within a given timeframe.

Data aggregated from individual records and summarized at a higher level, typically for managers reviewing team forecasts.

Data displayed at the individual record level that has not been aggregated into higher-level forecast summaries.

A defined financial or fiscal period used to evaluate pipeline data, forecasts, and performance metrics.

Represents the position of a user within the organizational hierarchy (for example: sales rep, manager, director).

A user with administrative privileges who can configure system settings, forecasting rules, homepage configurations, playbooks, and other platform controls.

A standard user who interacts with the platform to manage pipeline data, submit forecasts, review insights, and work with deals.

A record-level interface that provides access to all related collections and information associated with a specific record. It allows users to browse, edit, and manage related data from a single window.

Navigation elements are used to organize different sections or views within a page or module.

UI components that display specific types of information, such as calendars, tasks, analytics charts, or summaries.

A structured grouping of related information associated with a record inside the Workspace.

The pipeline represents the collection of active sales opportunities progressing through different stages from initial engagement to deal closure.

A structured sales framework (such as MEDDIC, SPICED, or other custom frameworks) used to guide sales conversations and evaluate deal progress. In MaxIQ, sales methodologies can be configured to generate AI insights during call analysis.

Data analysis tools within MaxIQ, that provide insights into pipeline movement, deal progression, and forecasting performance.

An analytics view that tracks how opportunities move between pipeline stages over time.

An analytics view that measures how deals advance through stages across a defined timeframe.

An analytics metric used to evaluate whether pipeline activity and revenue progression remain consistent throughout a period.

An analytics measure that tracks the rate at which opportunities move from one stage to another within the pipeline.

Tools that allow users to create their own analytical views and reports without requiring administrative configuration.

Customizable analytical displays that present key metrics, charts, and insights in a consolidated view.

Structured prompts are used within playbooks or analytical tools to extract insights, guide conversations, or evaluate deal progress.