Pipeline & forecasting — found from sitemap — Nutshell

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Facts read from this source

• Forecast report plan requirement Report an error

  “The Forecast report is available on Nutshell Pro and above.”

• Forecast report metrics Report an error

  “Sales to date: the total value or count of your won leads in your selected timeframe”

• Forecast confidence weighting Report an error

  “If you check the box “Forecast pipeline by confidence,” the pipeline figure will only display the figure associated with the confidence level.”

• Forecast filters Report an error

  “Customize your report by selecting from 27 different options (and sub options!) including Company type, Products, Stage, and Territory view.”

• Forecast segment by Report an error

  “You can segment by: Product Assignee Source Tag Competitor Stage”

• Forecast value or quantity Report an error

  “You decide whether you’d like to see the information by dollar value or lead quantity.”

• Forecast time increments Report an error

  “you can select the time increments: day, week, month, quarter and year.”

• Forecast period comparison Report an error

  “select your date range, which also includes historical sales figures and the ability to compare previous periods.”

• Forecast detail and leads tabs Report an error

  “The detail and leads tabs are also accessible on this report”

• Report download options Report an error

  “choose from options to download report details, report chart, or lead list.”

• Report presentation ready Report an error

  “All reports in chart form are presentation ready and can be downloaded, saved, and shared with your team.”

• Quotas quota line Report an error

  “Those are your overall sales quotas! See how the team's expected forecast is stacking up against those quotas”