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PBaan25
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Member since ‎Apr 19, 2023
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  • solutions
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  • Replies
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  • Upvotes Given
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PBaan25
Participant
June 12, 2025
Reply to Monitoring coverage ratios over time
The coverage ratio is mentioned on the Forecaste page. It shows the weighed funnel related to the outstanding goal, and thus indicates how much of you...read more
Solved
PBaan25 on June 12, 2025
Monitoring coverage ratios over time
Coverage ratios are very helpful for our sales managers. I somehow remember there is a way to monitor the coverage ratios over time, other than copying them to a spreadsheet by hand or by sending monthly reports. I thought it was possible to have Hu read more
Reply Discussion Analytics Tools Best Practices Professional Reports Sales
0 upvote
3 Replies
PBaan25
Participant
October 24, 2024
Reply to Hierarchies in roles
Oh wow, that sounds promising. I see we have the same option now. I'll dig into it!
PBaan25
Participant
February 26, 2024
Reply to Team goal versus individual goals
Thanks, I have upvoted the idea you mentioned. We are indeed working with custom reports. I have found a way to have some sort of forecasts in there...read more
Solved
PBaan25 on February 24, 2024
Team goal versus individual goals
Hi, Use case: - We have several teams. We have created revenue goals for these teams, using the option of adding individual revenue goals within that team goal. In most cases, the individual revenue goals add up to the team goal. However, some read more
Reply Discussion Dashboards Enterprise Professional Sales
2 upvotes
3 Replies
PBaan25
Participant
October 04, 2023
Reply to Hierarchies in roles
I guess solving it the workflow way doesn't work either. Created a new property "manager" using the "user"-property type. The created a workflow that...read more
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