topic Amount of Deals Pipeline Dahsboard in Dashboards & Reporting

Amount of Deals Pipeline Dahsboard

gabs — Tue, 31 Jan 2017 15:58:30 GMT

Hello, i'am a new user and in the panel Dashborad ai added a Delas Pipeline. In my phase Prospecting, its just show 12 k instead of 100 k . But if i clicl in the detail of prospecting i can see 100k. Whats i'am doing wrong ? Thanks

Re: Amount of Deals Pipeline Dahsboard

relabidin — Tue, 31 Jan 2017 21:20:22 GMT

Hi @gabs,

The Deal Forecast report on your dashboard reports on Forecasted Revenue, which is calculated by multiplying the total amount of all Deals in a stage by the probability of that stage. In this case, your Prospecting stage has a probability of 10%, and the total amount of all deals in that stage is 120k, so 10% of 120k is 12k.

Rami

Re: Amount of Deals Pipeline Dahsboard

gabs — Wed, 01 Feb 2017 12:49:25 GMT

Thanks