QuarterOne

Syncing your Product line items to create accurate Pipeline Forecasts

Products and Line Item Sync

A guide to spreading deal values over multiple months - automatically or manually.

Automatically spread deals over multiple months based on inputs in your CRM system - spread deals in QuarterOne straight from your CRM.

Here's how to manually spread deal values across multiple months using the Pipeline page.

An overview of how opportunity values can be spread across months of the Pipeline grid by percentage.

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