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Pipeline
Pipeline

Spread deal values over multiple months and analyse your Pipeline.

Michael Foulkes avatarNed Bada avatar
By Michael and 1 other2 authors18 articles
An introduction to the Pipeline page

Pipeline Grid


Creating saved views
Optimise Pipeline page loading performance
Pipeline filters
Grouping and subtotaling rows
Adding custom CRM deal column
Customize Grid
Locked date
Missing deals

Spreading deals


Products and Line Item Sync
Spreading deal values across months
Automatic deal spreading
Manual deal spreading
Edit monthly amounts by percentage complete

Weighted amounts


Stage Probability and Forecast Weighting
Viewing weighted amounts

Baselines


Baselines

Exporting


Exporting data to excel or CSV
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