Dashboards & Reporting


Deal Forecast by stage based on custom property

Hello everyone, 


I'm trying to build a deal revenue forecast, similar to the one shown below, but based on a custom property and not revenues. I deal in hectares and not amounts. 


My goal is thus to see my pipeline forecast on (Hectares * Stage probability) per stage. 

E.g. the same as below but instead of €, I'd like to use a custom property that contains hectares.


I've tried the Custom tool, but can't figure out how to get a weighted value based on a stage probability.


Any ideas?

Extra info: 

- Professional account
- Property is a number (Hectares)




Screenshot 2021-11-02 at 20.36.03.png

2 Replies 2
Guide | Elite Partner
Guide | Elite Partner

Deal Forecast by stage based on custom property

Hi @VGanseman 


Looking at this request this isn't as simple as doing one calculation because of the various pipeline stages unless you can use operations hub to do this live calculation.


But if you remain on the current package you are on you will need to create a weighted forecast property for each stage in your pipeline as a "holding" property. So Stage A: Amount * weighting, Stage B: Amount * weighting. then you would create a workflow that will trigger when a person moves into each stage, to replace the custom amount field (main property for reporting) with the weighted "holding" property for that stage.


I hope that makes sense but there isn't a once off way to do this.

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Kind regards,
Nicole Sengers
Community Manager
Community Manager

Deal Forecast by stage based on custom property

Hi @VGanseman 


Thank you for reaching out.


I want to tag some of our experts on this - @Josh @NicoleSengers @danmoyle do you have any thoughts for @VGanseman on this? 


Thank you!



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