Active Deals widget (Performance Dashboard)

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2 Comments

  • Arron Gould
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    Is there a way to see probability adjusted pipeline value in the performance dashboard?

    Additionally, is there a way to see value by funnel stage?

     

    Thanks,

    Arron

    0
  • Serene Gao
    Comment actions Permalink

    Hi Arron Gould!

    It sounds that you were looking for the Forecast widget, which takes into account the Estimated Close Date, Win Likelihood percentage, and Deal Value for your deals. Please feel free to take a look at the linked article, and let me know if you have any additional questions on this!

    As for Deal value by stage, the Pipeline Development Report might be helpful. In addition, you can also view total value per pipeline stage with the "Stage View" in Deal smart lists:

     

    Cheers,

     

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