Past revenue forecasts

ansku
ansku Member Posts: 2 VERIFIED MEMBER
First Comment First Anniversary Photogenic

Pipedrive only allows us to view the current situation when it comes to revenue forecasts.

When changing the period of time to one of the past, e.g. 6 months ago. It shows the won deals of the past 6 months and also any open deals that may be still open in the past.

However, it would be good to see the forecast 6 months ago, how it looked then. We can only view the situation as of right now.

Please make this a development for Pipedrive. It would be a useful tool used by many.

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Comments

  • RevOpsSteveT
    RevOpsSteveT Member Posts: 1 VERIFIED MEMBER
    First Comment

    I agree. A Sales Manager in one of my clients just asked for this very functionality, and tracking actual performance versus forecast (at both rep and manager level) is a common need, often tracked only in spreadsheets (neither scalable nor friendly).