Sales Forecasting
The Dashboard in the Deals section displays a global view of forecasted Sales Amount by Month, Stage and Staff.
Use the Filter by User dropdown in the top right corner to display the dashboard for a specific user in your account.
In the web account Deals Dashboard, the Forecast amount is computed as the sum of the Amount of each deal multiplied by the Probability of the deal.
The total Pipeline is computed as the sum of Amounts of each Deal, i.e. supposing a Probability of 100% of winning each deal.
It is displayed together with the x factor on the Forecast, i.e the Pipeline divided by the Forecast.
