Dashboards & Reporting

francis
Participant

Deal forecast miscalculation (I think it is a bug)

SOLVE

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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1 Accepted solution
jennysowyrda
Solution
Community Manager
Community Manager

Deal forecast miscalculation (I think it is a bug)

SOLVE

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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2 Replies 2
jennysowyrda
Solution
Community Manager
Community Manager

Deal forecast miscalculation (I think it is a bug)

SOLVE

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
Participant

Deal forecast miscalculation (I think it is a bug)

SOLVE

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

0 Upvotes