Sales person pipeline

Introduction

The sales person pipeline presents current sales and a weighted prognosis for estimated sales distributed across the sales staff.

Description

Under Sales person pipeline, you can view a (weighted) forecast for each salesperson.

Report view

  • Under View, select the desired filters for your search.
  • Under View options, opt for a forecast or a weighted forecast.
  • Under Grouping, select whether to group data by month or by quarter.
Last updated 16 Jun 2020