Past revenue forecasts

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ansku
ansku Member Posts: 1
Photogenic
in Ideas and Product Feedback #1

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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  • RevOpsSteveT
    RevOpsSteveT Member Posts: 1
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    #2
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    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).

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