Pipeline & forecasting — found from sitemap — Teamgate

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Facts read from this source

• Forecast intervals Report an error

  “shows you the predicted revenue in the weekly, monthly or quarterly intervals”

• Forecast formula Report an error

  “Forecast = a Deal value multiplied by the win probability % indicated in the sales pipeline stage.”

• Forecast includes Report an error

  “Forecast view shows you all the active and closed (won) deals of all sales processes according to the deal’s estimated / actual close dates.”

• Forecast revenue split Report an error

  “By clicking on the forecasted value the pop-up window will display the value divided into two graph – won deal’s revenue and forecasted revenue.”

• Forecast actions Report an error

  “In the Forecast view, users may perform usual actions such: search, filter, create or close the deals, plan new and complete activities.”

• Forecast drag drop period Report an error

  “To move the deal to another period simply drag and drop the deal to the selected time period.”

• Forecast column options Report an error

  “3 columns, 4 columns, 5 columns.”

• Forecast arrangement options Report an error

  “Won deals displayed first, Active deals displayed first.”

• Forecast date basis Report an error

  “The setting lets you choose if you wish to display deals according to the deal’s creation date or deal’s closure date (estimated closure date).”

• Forecast revenue prediction basis Report an error

  “The latter depends on how you choose to predict your revenue – by the estimated closure/closure date or according to deal’s creation date.”

• Forecast multi pipeline Report an error

  “Forecast view shows you all the active and closed (won) deals of all sales processes”

• Demo promo Report an error

  “Book a demo today and save 50% off your first month, or 20% off your first year.”

• Deal value from products Report an error

  “How to automatically set the value of the products assigned to the deals as the deal price?”

• Deal stage probability Report an error

  “the win probability % indicated in the sales pipeline stage”

Scores citing this record

• The Data Protection Officer Pipeline & forecasting
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• The Migrator Pipeline & forecasting
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• The Skeptic Pipeline & forecasting
• The Skeptic Automation & workflows
• The Solo Seller Pipeline & forecasting
• The Solo Seller Automation & workflows