Revenues - working with probability in stages?

Martin Pecha_2338
Martin Pecha_2338 Member Posts: 145 VERIFIED MEMBER
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edited July 2022 in Sales CRM #1

Hi, I wanted to ask if pipedrive field revenue in deals are working with probabilities in stages when looking for some visual forecast in pipedrive.

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  • Inês Batata
    Inês Batata Posts: 2,011 VERIFIED MEMBER
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    edited June 2020 #2

    Hi @Martin Pecha !

    I'm not sure I understood your question correctly, so I'm going to answer the two possible options that pop into my mind.

    1) If you're referring to the Revenue Forecast Report then yes, it does take probability into account - you just tick the little box to select/unselect probability,

    2) Not at the moment (for Recurring Revenue) but I'm going to check with our team if this is something we have planned for the future and will get back to you as soon as I have news.

     

  • Martin Pecha_2338
    Martin Pecha_2338 Member Posts: 145 VERIFIED MEMBER
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    edited February 2022 #3

    Hi @Inês Batata ,

    thanks for the info, the second one was the one I wanted to ask, any updates?

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,049 PIPEDRIVE TEAM
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    edited July 2020 #4
    Martin Pecha said:

    Hi @Inês Batata ,

    thanks for the info, the second one was the one I wanted to ask, any updates?

    Hi @Martin Pecha there are no direct plans for it but the team noted down your suggestion for when they'll work on updates again.

  • Martin Pecha_2338
    Martin Pecha_2338 Member Posts: 145 VERIFIED MEMBER
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    edited July 2020 #5
    Martin Pecha said:

    Hi @Inês Batata ,

    thanks for the info, the second one was the one I wanted to ask, any updates?

    @Mike van der Valk thanks - is there any way to track your Roadmap of features you are working on or will you work in near future?

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,049 PIPEDRIVE TEAM
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    edited July 2020 #6
    Martin Pecha said:

    Hi @Inês Batata ,

    thanks for the info, the second one was the one I wanted to ask, any updates?

    Stay tuned. I'm working on creating a new topic in this community where we'll communicate upcoming updates we're working on. We still won't be able to communicate timelines but can at least let our users know what our teams are working on. 

  • Inês Batata
    Inês Batata Posts: 2,011 VERIFIED MEMBER
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    edited August 2020 #7
    Martin Pecha said:

    Hi @Inês Batata ,

    thanks for the info, the second one was the one I wanted to ask, any updates?

    Hi @Martin Pecha , the "roadmap" topic @Mike van der Valk mentioned is now live - check it out here.

  • Martin Pecha_2338
    Martin Pecha_2338 Member Posts: 145 VERIFIED MEMBER
    Third Anniversary 100 Comments 5 Up Votes 5 Likes
    edited August 2020 #8
    Martin Pecha said:

    Hi @Inês Batata ,

    thanks for the info, the second one was the one I wanted to ask, any updates?

    @Inês Batata thanks for the info! Already following :)

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