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francis
Participante

Deal forecast miscalculation (I think it is a bug)

resolver

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

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jennysowyrda
Solução
Gerente da Comunidade
Gerente da Comunidade

Deal forecast miscalculation (I think it is a bug)

resolver

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

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jennysowyrda
Solução
Gerente da Comunidade
Gerente da Comunidade

Deal forecast miscalculation (I think it is a bug)

resolver

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

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francis
Participante

Deal forecast miscalculation (I think it is a bug)

resolver

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

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