Pipeline

Introduction

The pipeline presents current sales and a weighted prognosis for estimated sales.

Description

Under Pipeline, you can view a (weighted) forecast for a given period.

Report view

• Under View, select the desired filters for your search.
• Under View, you can select if you would like to see data as a report, or if you would like to see it in an editable format to be able to make changes to e.g. status and forecast.
• Under View options, you can select, if you would like to see the last quotation and last event in the report.
• Under Grouping, you select the grouping of your data in the report.

Special remarks

If you select the Edit view, you can edit the pipeline directly in the report.