Sales forecasting your deals

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3 Comments

  • Arron Gould

    Hi, 

    What is the best way to visualise goals, expected (probability adjusted pipeline value, what I think you refer to as forecasted) and actuals in one place?

    Thanks,

    Arron 

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  • ĐINH CÔNG PHAN

    dinhcongphan1@gmail.com

    0
  • Serene Gao

    Hi Arron Gould!

    We have the Forecasted Sales report, which visualizes both the expected pipeline value and the actual value. 

    When you mentioned Goals, there is the separate Sales Goals report where sales goals can be set up for individual users and be compared to the overall team performance. 

    Let us know if this addresses your question!

    Cheers,

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