Adjusting the forecastview according to which Pipeline is used
Would like to recommend a feature on the forcasting view.
It would be great if the view would be adjusted depending on what pipeline you are in. Example:
When I'm in the "new sales" pipeline it's forecasting using the expected close date. When I'm in my "customer" Pipeline it's filtered by "Renewal date" or "Start date".
Hopefully it's clear what I'm trying to say but please let me know and I'll provide some screenshots.
Mike van der Valk Posts: 4,052edited October 2020 #2
Thanks for sharing. So I understand you want to have one default filter which can be different per pipeline your forecasting on?0
Markus Gronlund Posts: 11edited February 2022 #3
That's the one, would be abit of a timesave if you could edit this when setting up the pipedirve.a bittimesaverPipedrive0
Mike van der Valk Posts: 4,052edited October 2020 #4Markus Gronlund said:
That's the one, would be abit of a timesave if you could edit this when setting up the pipedirve.a bittimesaverPipedrive
Thanks for confirming @Markus Gronlund passing it along to the team!0
Inês Batata Admin Posts: 2,917edited January 2021 #5
@Markus Gronlund Update: Forecast Goals are now available too. Learn all about it here. 🚀
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