Forecast
Open opportunities by expected close month, stage and owner, weighted by probability, and the win rate, average time to win and lost reasons over the last 12 months.
Updated
Forecast (Sales group) shows what your open deals are worth and how deals have gone.
- Headline: the open pipeline a month, the same weighted by probability, the win rate (won out of won and lost in the last 12 months) and what you won a month.
- By expected close: deals per month with their monthly, weighted and one-time value. Deals past their close date come first, and deals without a date last: update or close them so the forecast stays true.
- By stage and by owner: where the value sits and who carries it.
- Why deals were lost: the reasons people gave when marking opportunities lost.
CSV downloads every open opportunity with its stage, probability, owner, close date and values.
Amounts are what you typed on each opportunity, before tax. What was actually billed is in RevoPSA's revenue reports.