Read the weighted forecast
See what your open deals are worth after each stage's probability, and which deals are going stale.
Where to find it
Campaigns › Revenue › Forecast
Open this screen
Steps
- Open Campaigns › Revenue on the “Forecast” tab.
- Read “Weighted pipeline”: for each stage the deals, the raw value, the probability and the weighted value, with the “Weighted total”.
- Below, “Deals going stale” lists deals that stayed in a stage longer than expected, with the days there and the expected days.
- Open Prospects to move a stale deal on or mark it won or lost.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Weighted pipeline | Only open stages; won, lost and do-not-call are left out. | — |
| Deals going stale | Shown only when there are stale deals. | — |
Troubleshooting
A stage shows 0% probability.
Its probability is not set in your pipeline stages (CRM setup).
Tips
- A deal with no deal value adds nothing to the forecast; fill deal values on the contacts.
Good to know
- The forecast is an estimate from your own stage probabilities, not a promise of income.
Related how-tos
- Revenue See your pipeline as money: the weighted forecast, quotes, contracts and renewals, how fast leads are called, and duplicate or at-risk records.
- Prospects (phone book) See everyone your team calls in one list or pipeline board, find a contact, move them between stages and open their record.
- CRM setup Shape your contact records: the companies behind them, extra fields, where a new enquiry goes, and possible duplicates.