Contacts and pipelines

Pipeline numbers and deal currency

Understand the pipeline totals and the revenue forecast, and choose the currency used for new deals.

Steps

Open Pipelines (1). The cards at the top summarise the pipeline, for example Pipeline Value (2) and Weighted Value (3). Hover the small i next to a number to see exactly how it is calculated.

The pipeline summary cards with Pipelines marked 1, Pipeline Value marked 2 and Weighted Value marked 3
Scroll to Revenue Forecast (2). It shows your win rate, average deal value and projected revenue. The Stage-by-Stage Forecast (3) lists each stage's Open Value, its Probability and the Weighted amount, which is the open value multiplied by the probability.

The Revenue Forecast section marked 2 and the Stage-by-Stage Forecast table marked 3
To change the currency, click Settings (1), then Deals & currency (2). Choose the currency under Default currency (3) and click Save (4).

The Deals and currency page with Settings, Deals & currency, Default currency and Save marked 1 to 4

Why is weighted value lower than pipeline value?

Not every deal closes. Weighted value counts each deal only by the chance of winning at its stage, so it is a more realistic number.

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