Pipeline & forecasting — found from sitemap — Attio

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Facts read from this source

• Weighted pipeline plan requirement Report an error

  “Setting up a weighted pipeline Learn how to calculate a weighted pipeline value in Attio using a formula attribute. Available on Pro and Enterprise plans.”

• Weighted pipeline permissions Report an error

  “Admins can create and manage attributes and workflows. Members can create and manage attributes with Full access to the relevant object or list.”

• Weighted pipeline formula attribute Report an error

  “The weighted value is calculated by a single formula attribute. The formula reads each deal's stage, matches it to a close probability you define, and multiplies the Deal value by that probability.”

• Formula AI composer Report an error

  “From here, click + Create formula to open the formula editor. You can generate the formula with the AI composer or write it yourself.”

• Formula output currency Report an error

  “Check that the Output dropdown is set to Currency. If not, select it to override the output type. Select your currency from the Currency dropdown, matching the currency of your Deal value attribute, such as USD, EUR, or GBP.”

• Insight reports Report an error

  “Click + Add report and choose Insight. Set Data source to Deals. Set Metric to Weighted value with the Sum aggregation. Set Grouped by to Deal stage.”

• Prerequisites Report an error

  “Before you start, make sure the Deals object is activated and your deals have values in the Deal value attribute.”

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