On a pipeline, there is a total amount for what is in each stage. It seems like that is the combined total value listed for all of the opportunities in that stage.
Is there a way to view this in regards to a forecasted revenue perspective?
Stage one closes at a 5% rate so rather than showing a million dollars in revenue opportunity, it would show $50,000.
I’m a little new at this, I know there are some reports that can show this information but being able to toggle it in the pipeline view from total to forecasted would be really handy.
Best answer by Michelle from CopperView original