Pipeline & forecasting — found from sitemap — Pipeliner CRM

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Facts read from this source

• Forecasts scope Report an error

  “You can use Forecasts to plan and review revenue gained and projected for Users, Units, Products and Product Categories for whichever date period you select.”

• Forecast period options Report an error

  “This step includes the Forecast Period - Monthly, Quarterly or Yearly - as well as Start Date and End Date for the Forecast”

• Forecast hierarchy levels limit Report an error

  “You can use up to 5 levels in a hierarchy - one level for each type of record - Users, Sales Units, Products, Product Categories or Accounts.”

• Quota split options Report an error

  “Split Quota defines how the "Total Sales Quota" is distributed. Choose between "Evenly" (default) or "Performance" options.”

• Quota modes Report an error

  “Simple Mode - this is the default state when the Custom Mode switch is turned OFF”

• Quota performance comparison options Report an error

  “You can choose to “Show data based on” one of three radio options - Previous Period, Average Performance or Weighted Average Performance”

• Forecast prediction arima Report an error

  “Coevera takes the Won value from all previous periods for the particular record and use the ARIMA method to predict future outcomes based on the historical time series”

• Forecast system fields Report an error

  “Days in Sales Step — will base your projections on what would happen if the number of days an opportunity stays in a sales step changes.”

• Forecast detail views Report an error

  “Choose between different views of data in by selecting one of Pipeline, Chart or List”

• List view bulk actions Report an error

  “you can update the displayed/selected Opportunities directly using “Owner” or “Bulk Update”, add a new Opportunity by clicking on the “Create New” button and even run Automatizer processes or enroll selected records into Email Sequences.”

• Forecast change audit Report an error

  “You can see all changes made to the forecast values: who, when, what was the former value and the new value.”

• Forecast sharing Report an error

  “Select the drop-down next to private and select the "Custom" to share it with specific Coevera users on your team, or Public to share the Report with all Coevera users”

• Pipeline target from forecast Report an error

  “Custom - select a custom value by manually typing in your Target Goal amount for this specific Profile of Opportunities”

• Forecast permissions Report an error

  “Enable “Allowed editing not owned records” to allow users based on the role to edit all forecast values within visible forecasts even if they did not create (own) the forecast”

• Drilldown aggregations Report an error

  “Choose from "Sum" or "Running Sum".”

• Description AI features Report an error

  “This step includes Name, Description (with added "AI" and "Speech-to-text" functions) and the Pipeline selector with Filter option”

• Forecast hierarchy key level Report an error

  “the bottom level is the most important and is where the key values live - both Forecast values and for Quota settings.”

• AI weighted avg formula Report an error

  “For n periods the weight of the most recent period is n / m; weight of the oldest period is 1 / m :”

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