Jul 23, 2021 9:29 AM
I am unable to add a Column in Forecast with the CLOSED WON forecast category: is that normal?
Additionally if I try to add a WON DEALS category (which includes CLOSED WON deals) those deals - despite being CLOSED / 100% - are NOT taken into account for the
GOAL ATTAINMENT "green bar"
Is there a way to make it work please?
Here is how our FORECAST view looks like now, notice how we can not see the Closed Won deals (like we can see and click the deals under each Category like Commit or Best Case)
I outlined (in red) the difference when I include the WON DEALS forecast cat compared to when the CLOSED WON stage is checked instead ...
Hope this is clear 🙂
Solved! Go to Solution.
Jul 26, 2021 12:17 PM - edited Jul 26, 2021 12:18 PM
OK Thanks for your help!
I was hoping to be able to see the Closed Deals in the same way we see the other foreacast categories in terms of number of deals and the ability to click them... but indeed its not needed since Goal Attainment shows where we stand and we can click on it too! 😊