IN THIS ARTICLE
Pipeline forecasts provides detailed revenue and resourcing insights across your active deals
CONTENTS
The forecasts page includes comprehensive metrics such as weighted revenue, capacity, and schedule forecasts that are intelligently calculated based on each deal's probability and status.
At the top of the pipeline is a summary of the value and status of all the active deals in your space grouped by status: Draft, Approved, In play, Lost and Won
<aside> 👉 For more information on deal stages and statuses, see Overview
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The revenue forecasts provide insights into pipeline revenue and win rates, including a review of deals won in the past 12 months, a weighted pipeline revenue based on deal probabilities, and an analysis of the funnel or conversion rates at various stages.
The capacity forecast displays resource projections weighted by deal probability. This chart can be filtered by deals, deal status, resource type, and timeframe. This allows for more detailed analysis of pipeline impacts across your open and won deals.
<aside> 👌 Hot tip: Shift click on any deal, status or resource filter to add/remove all other options around it (great for filtering on a specific deal or resource type)
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