Pipeline

See what's likely to come in

The forecast shows what's likely to close, and when, based on your stages and close dates.

1 min read

The forecast answers one question: how much work is likely to close in the next few months?

Open it

Open the Pipeline and choose Forecast.

Each deal's "likely" figure is its value times its stage's chance of closing. A £1,000 deal in a stage with a 60% chance counts as £600.

It's only as good as what you put in, so two things help:

Give deals an Expected close date. Deals without one are counted separately, and Add dates takes you to them.
Set realistic chances on your stages. Change the chances takes you there.

Below the months, the forecast breaks down By owner and By stage.

Try it for yourself. 14 days free, with no card needed.