# Forecast Call block

> CRM Forecast Call Workspace with Call Lanes, Rep Rollups and Target Attainment

Quarter forecast call: drag deals between call lanes, roll them up by rep in a banded table and track won plus commit against target. ReUI Kanban, Data Grid, Filters, Badge. For forecast review, commit call.

- Type: Pro block
- Category: [CRM](https://web.dev.reui.io/blocks/solutions/crm.md)
- Page: https://web.dev.reui.io/blocks/solutions/crm/solution-crm-8
- MCP: `get_block("solution-crm-8")`
- Built with: Alert, Alert Dialog, Avatar, Badge, Button, Calendar, Checkbox, Collapsible, Combobox, Data Grid, Dropdown Menu, Empty, Field, Filters, Frame, Hover Card, Icon Stack, Icon Tile, Input, Input Group, Kanban, Number Field, Popover, Progress, Scroll Area, Select, Separator, Sheet, Skeleton, Switch, Tabs, Textarea, Toggle Group, Tooltip
- Installs with a ReUI Pro or Ultimate license; setup: https://web.dev.reui.io/docs/license-setup

## Best for

Pipeline, Best case, Commit and Omit call lanes under a stacked target bar with pace and gap, a rep picker and hygiene chips

## Agent notes

- `ANCHOR`, `QUARTER` and `QUARTER_TARGET` fix the demo date, the Q3 window and the target that Pace and the week count measure against
- `DEALS` is built from 23 `SEED` rows over `ACCOUNTS` and `PEOPLE` (avatars are Unsplash URLs); replace all three with your CRM data
- Board drops, cell edits and sheet edits pass `validateWrites` inside `workspaceReducer`, which holds every change in memory, so persistence belongs there

## When not to use

- Deals that also need calendar and timeline views beside the board and table: use [Pipeline Workspace](https://web.dev.reui.io/blocks/solutions/crm/solution-crm-7.md) (`get_block("solution-crm-7")`)
- A board of deals by pipeline stage, with no forecast call, target or rep rollup: use [Deal Board](https://web.dev.reui.io/blocks/solutions/crm/solution-crm-2.md) (`get_block("solution-crm-2")`)

## Third-party libraries

- TanStack Table v9: [API reference](https://tanstack.com/table/v9/docs/framework/react/reference/index), [docs](https://tanstack.com/table/v9/docs/framework/react/quick-start)
- Sonner v2: [API reference](https://sonner.emilkowal.ski/toast), [docs](https://sonner.emilkowal.ski/getting-started)
- dnd kit v6: [API reference](https://dndkit.com/legacy/api-documentation/context-provider/dnd-context/), [docs](https://dndkit.com/legacy/introduction/getting-started/), through ReUI Kanban (these are the Legacy docs; dndkit.com's default docs cover the newer @dnd-kit/react, a different API)
- React DayPicker v9: [API reference](https://daypicker.dev/v9/api), [docs](https://daypicker.dev/v9/start), through shadcn Calendar

## Install

```bash
npx shadcn@latest add @reui/solution-crm-8
```

## About CRM blocks

### When to use

- A sales team's deal work: a pipeline board, a deal grid, a forecast call or the record of one deal
- The contact side of sales: a contacts directory, an activity log across accounts and a CSV import
- A sales overview of open pipeline, weighted forecast and win rate above the open deals

### When not to use

- Cards for tasks or tickets moved across columns, with no deal value or close date: use the [Kanban Board blocks](https://web.dev.reui.io/blocks/application/kanban-board.md)
- A records table with sorting, paging and row selection, outside a sales context: use the [Base blocks](https://web.dev.reui.io/blocks/data-grid/base.md)
- A side panel for one record that is not a deal, such as an order or a user: use the [Sheet blocks](https://web.dev.reui.io/blocks/application/sheet.md)

### Agent notes

- Each block sizes its page with `min-h-svh`, or `h-svh` on the Deal Desk, in page.tsx or its root component; size it from your app shell instead
- Every change lives in `useState` or a `useReducer` store and resets on reload; no block calls an API or writes to storage

Every ReUI item has a twin like this one; the index is https://web.dev.reui.io/llms.txt. Agents with the ReUI MCP (https://web.dev.reui.io/docs/mcp) get the same guidance from the getters named above.