Dashboards & Reporting

CSM-UK
Member

Deal Forecast Report Showing Incorrect Amounts

SOLVE
 
0 Upvotes
1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Deal Forecast Report Showing Incorrect Amounts

SOLVE

Hi @CSM-UK 

 

Your reported is showing you the weighted value, based on the deal stage probability, rather than the full ammount. You should be able to change this in the report settings. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

View solution in original post

2 Replies 2
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Deal Forecast Report Showing Incorrect Amounts

SOLVE

Hi @CSM-UK 

 

Your reported is showing you the weighted value, based on the deal stage probability, rather than the full ammount. You should be able to change this in the report settings. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
RByrd9
Member

Deal Forecast Report Showing Incorrect Amounts

SOLVE

I can't figure out how to show my forecast non-weighted. How do I do that?

0 Upvotes