Hi!
Cannot find a way to do this (noob 
How can I create report/dashboard which are telling me forecast of weighted deals ACV values per month? For example:
I have 2 deals (lets assume those €:s are weighted amounts based on pipeline stages):
First deal 200 € MRR, close date 31.5.2023
Second deal 300 € MRR, close date 15.8.2023
I want to achieve forecast (maybe here is cash flow perspective also) which tells me:
Forecast of deals:
April 0 € MRR
May 200 € MRR
June 0 € MRR, achieved from 3/23 200 € MRR (this can be other dashboard also)
July 0 € MRR, achieved from 3/23 200 € MRR
August 300 € MRR, achieved from 3/23 500 € MRR
So I’d like to see per each upcoming month what might be forecast of deals MRR sum and what is total won deals MRR per month
Is this understandable question?
Hello @phtheref thank you for posting in our Community!
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@phtheref matter?
Thank you,
Pam
Hello @phtheref , did you try to create a deal report displaying the properties Amount and Weighted amount in two columns ? It might show the result you’re looking for.
Hi!
I’ve tried but I am trying to achieve something like this:
I haven’t found a way to get report/dashboard which shows be data per month. And if going “deeper” it should be something like this:
However this is “not ready” because it is not showing monthly MRR amounts.
Also this first picture should be MRR amount - not ACV amount because as a SAAS service provider we are mostly interested MRR forecasting.
This is what I “know” and get a result… This shows MRR (not weighted) values:
I really don’t want to see stages at x-axis but instead of that I’d like to see months and weighted (and not weighted) MRR values based on close dates.
Question is: If CEO asks COO how much cash flow (how much our MRR is growing) we’ll get upcoming 6 months based on our pipeline deals with correct stages where are close dates. I cannot find a way to create report or dashboard (or know how to do it).
This is first step to achieve. Off course there are next steps which includes possibility to filter dashboard with different line items (products) and so on. But at least I’d like to achieve this one.
I am really surprised that there is this kind of reporting out of the box?
Also this report (this is important) should be available just when sales person is filling line items information about MRR amount and close date. It would be really stupid if it needs something extra manual writing to the other properties to get this forecast.