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#2297 - Forecast Values

Open Feature created by Discovery-Dave 3 years ago

We have just installed Sales Quotas - fantastic! Thank You.

I would suggest / ask that there is an option for forecast amount to be based on opportunity values adjusted by probability % rather than just total opportunity amount. This would provide a genuine weighted forecast. Is this possible?


  1. Discovery-Dave member avatar


    3 years ago

    I may have just found the answer.... Does Weighted Amount use the probability % of the stage to calculate the forecast?

    • Discovery-Dave member avatar


      3 years ago

      Tried Weighted Opportunity - perfect!

      This is exactly what we need.

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