Forecast vs. Actual

derek fong
derek fong Member Posts: 2 VERIFIED MEMBER
edited April 8 in Sales CRM #1

Hello, Is it possible for Pipedrive to provide Forecast vs. Actual sales data? If not, is there a way to connect Pipedrive to Excel or Google Sheets?

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  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 191 VERIFIED MEMBER
    Fourth Anniversary 100 Comments 5 Answers 25 Likes
    #2

    yep, there is. just use the different types for that - forecast type for forecasting and conversion for actual. in conversion report, use deal value for the Y axis to see sums of won deals.

    and yes, it is possible to connect pipedrive to sheets thru make.com or zapier

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