Reorder Deal Forecast Stages

New Contributor

Is it possible to reorder the stages seen in the Deals Forecast report? 

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Community Thought Leader | Diamond Partner

Hi @ceciliacalhoon 

 

No, this is not possible. The deal forecast report aligns to your deal pipeline, so changing the order in the report requires changing your pipeline. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
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Highlighted
Occasional Contributor

test.pngThere is an issue with the total value calculation! (1$ * 14,3M won't do 21M) It is just a sum

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New Contributor

It doesn't look like our Deal Forecast report is aligning with our only pipeline.

 

Our pipeline is set up in the following order:

1. Capture Planning

2. Actively Writing Pre-Proposal

3. Pre-Proposal Item Submitted

4. Actively Writing Proposal

5. Proposal Submitted

6. Tentative Win

7. Proposal Won

 

and our Deals Forecast report shows in the following order:

1. Tentative Win

2. Proposal Won

3. Proposal Submitted

4. Actively Writing Proposal 

5. Pre-Proposal Item Submitted

6. Actively Writing Pre-Proposal

7. Capture Planning

 

So it's almost reporting in reverse order with the exception of Tentative Win coming before Proposal Won. 

 

Any insight is greatly appreciated!

 

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Community Manager

Hi @ceciliacalhoon,

 

If you can send along a screenshot of what you are seeing, that would be great!

 

Also, I wanted to link to this thread which answer's @francis's question.

 

Thank you,
Jenny


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