topic Re: Forcast excluding other deal data in Dashboards & Reporting

Forcast excluding other deal data

HenrikHS — Wed, 20 Dec 2023 09:24:38 GMT

Hey,

I want to make a forcast of upcomming MRR, but exclude MRR data from deals with a spesific property or tag.
The deals that include the MRR data i want to exclude are not in the same pipe.
(The reason is an upcomming deal will replace a current one, but i want to have the rigth image of current MRR and how much new MRR will be added)

I already have an own pipe for upcomming MRR and a property and tag for those i want to exclude.

Is there a way to do this? or tricks to make it work?

Re: Forcast excluding other deal data

Shadab_Khan — Wed, 20 Dec 2023 12:10:16 GMT

Hi @HenrikHS ,

So in the native forecast tool - You cannot do that kind of segmentation in the native forecast tool, Unless you wanna go crazy and build another pipeline where you just clone those deals via WFs and then forecast that with that pipeline (NOT recommended)

What you could is build a dashboard with the following:

Guage Report for Goals
Pipeline value Reports
Pipeline Segmented by Forecast Categories
Etc

Stay Awesome & Keep Doing it BIG 🔥