Adjusting the forecastview according to which Pipeline is used
Hi,
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.
Comments
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Thanks for sharing. So I understand you want to have one default filter which can be different per pipeline your forecasting on?
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Hey Mike,
That's the one, would be abit of a timesave if you could edit this when setting up the pipedirve.a bittimesaverPipedrive
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Markus Gronlund said:
Hey Mike,
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!
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@Markus Gronlund Update: Forecast Goals are now available too. Learn all about it here. 🚀
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