Expected Close Date, Likelihood, and Forecast Reports
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Yusuf Young
In almost every other CRM, it is possible to enter not only close value, but also expected close date, a percentage of how likely it is to close (with each stage in the pipeline having its own default % value unless you change individual opps manually), and and along with that be able to get some reports of forecasted close values on various dates (possible to filter by pipeline).
Please enable this since this will be a crucial thing for a B2B CRM.
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A
Anne Fenwick
This is a MAJOR roadblock for us. It is saying PLANNED since June. Please update us. Clients (especially B2b need to enter budgets and track sales.
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James Craddock
Any updates on this ? Fairly standard feature...
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Lorraine Garvie
This is essential - any ideas of if/when will be implemented?
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Pallavi Kothari
Merged in a post:
Add an optional weighting (probability) to pipeline stages
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Andy Hunne
Reporting 100% of the stage value when leads are on the left-hand side of the funnel doesn't really give an accurate picture of the pipeline value.Please let us add a weighting to each stage (e.g. 5%, 10%, 50%, etc.) so the value of all the leads in that stage are multiplied by the weighting percentage, and this value is reflected both in the stage & pipeline totals. The idea being that as a lead progresses towards the right-hand side, the probability it will close increases, so it's value from a forecasting perspective should also increase - gradually getting closer to 100%.This should be optional and be able to be set to any number at any stage if the funnel by the user to match their expectation on the probability of a lead closing at each stage of their pipeline.
HIGHLVL-I-5724
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Todd Masters
I have clients that moved from pipedrive to my agency. This feature would help kill pipedrive to have an accurate forecast for sales planning
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Jeremiah Vanderlaan
I agree.
It would be great to have reporting for custom values on the opportunity multiplied by the weight as well.
Example: Qty of Units.
Then the forecast can show funnel dollar value and anticipated qty's
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Yusuf Young
This is an essential feature in order to report on expected revenue for a business.