The pipeline presents current sales and a weighted prognosis for estimated sales.
Under Pipeline, you can view a (weighted) forecast for a given period.
- 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.
If you select the Edit view, you can edit the pipeline directly in the report.
Last updated 16 Jun 2020
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