Dashboards & Reporting

francis
Teilnehmer/-in

Deal forecast miscalculation (I think it is a bug)

lösung

It does not calculate with the "%" of closing. Obviously the total is not 21.529M if I have 14M in the 1% stage...

I need help !

test.png

0 Upvotes
1 Akzeptierte Lösung
jennysowyrda
Lösung
Community-Manager/-in
Community-Manager/-in

Deal forecast miscalculation (I think it is a bug)

lösung

Hi @francis,

 

The deal forecast will pull in all pipelines unless you have filters set up to specify one pipeline. 

 

If you can replicate the issue when looking at one pipeline, can you please send along pictures of the pipeline as well as the deals in the pipeline (the total amounts)? Additionally, if you can send along screenshots of the win probability for the different stages, that would be great!

 

Thank you,

Jenny

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
2 Antworten
jennysowyrda
Lösung
Community-Manager/-in
Community-Manager/-in

Deal forecast miscalculation (I think it is a bug)

lösung

Hi @francis,

 

The deal forecast will pull in all pipelines unless you have filters set up to specify one pipeline. 

 

If you can replicate the issue when looking at one pipeline, can you please send along pictures of the pipeline as well as the deals in the pipeline (the total amounts)? Additionally, if you can send along screenshots of the win probability for the different stages, that would be great!

 

Thank you,

Jenny

0 Upvotes
francis
Teilnehmer/-in

Deal forecast miscalculation (I think it is a bug)

lösung

Indeed I had not realize it is filtered... My bad.

0 Upvotes