Dashboards & Reporting

THodgson
Member

Weighted Forecast Report

I'm new to creating reports and am look to produce a report that shows the weighted sales stages that is reflected in the deal amounts. So if a deal is worth 100k and sits at 50% the report shows it at 500k. I can't seem to find a way to produce this. Any ideas?

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JHaber6
Contributor | Elite Partner
Contributor | Elite Partner

Weighted Forecast Report

Hi @THodgson , you can use the field, 'Deal Stage Forecasted Amount' to see weighted numbers.