Forecasting

Can I track the cash value of each project management stage?
Hey, I use Trello and the 'Smart Fields' Power Up to track revenue across each project stage. Each card features fields for... Project value Outstanding payment And the top of each column shows the sum of both fields. So - I can see how much cash my business is due from each project stage. This is great for forecasting and…
Forecast on signed and "open" Recurring Revenue
There are a lot of postings on this topic. But I do not give up hope that one day this will work properly. Both we and a lot of our customers would need a basic forecast report on recurring revenues. It should give an overview over signed recurring revenue and a forecasted MRR according to the weightened revenue of open…
Revenue Forecast for Both One-off and Subscription Products in One Report
Revenue Forecast for Both One-off and Subscription Products in One Report For companies that sell both one-off products and monthly subscription products, it is very important to see probability weighted revenue forecast for both products in one report. Is there any new feature or trick to support this demand??
Won + open subscription revenue deals feeding into revenue forecasting
Our company has the ambition to build a recurring revenue base. The first subscription-based agreement was signed in August and there is a pipeline of open deals, all with monthly revenue. Deals are typically generated in USD and EUR, whilst our local and reporting currency is NOK. We have therefore looked into the…
There is no really clever revenue forecast
Hello guys, so one of my main goals by using Pipedrive was to get more insights into how much we're going to make in a future months. So we've create a deal pipeline, add there stages, for every stage we've got probability, for every deal we've got set up a Billing plan (so if the deal is one time payment (and if so, when)…
Set Business Year End
Not all businesses have their fiscal year end match up to December 31st. Many have March 31st to match up with some government organizations. Our company picked November 30th, for example. It would be good to be able to set a fiscal year end date and then have the quarterly forecast reviews follow the users actual fiscal…
Insights: Revenue Forecast Report is live in Professional plan! 🔮 📊
What does it do? This report shows expected revenue based on the total value of open and won deals, and the time they are expected to be won or were won. For whom? Professional plan and higher. How can I use it? * Track revenue forecast report in Insights cumulatively and non-cumulatively (new!) * Measure results by…
Forecast and subscription: Need monthly installments report from deal's payment schedule/subscriptio
Hello everybody, is it possible to export an excel containing the monthly installments set on every deal's payment schedule? I'm aware there's an specific report on insights presenting a chart with the monthly breakdown of revenue/subscription forecast but I need to analyse some individual records considered in "total…
Quantitative or Qualitative Data: Which is more important for sales forecasting?
Both quantitative and qualitative data can be valuable when putting together a sales forecast. However, for some the proof is in the numbers. While others believe that this type of sales forecasting does not allow you to account for external factors only experience can reveal. According to Carl Eschenbach, who is a partner…
Why is the revenue forecast NOT based on deals won, but deals open?
I am suprised the revenue forecast isn't based on the deals won rather than on deals open. I have won some deals and they are recurring subscriptions. I've already set them up as "recurring, infinite cycles" in their profile, but they then don't appear in future forecasts. The reason why the deal doesn't appear in the…
Research: Forecasting in Pipedrive [closed: not taking more participants]
Hello all, We have plans about making Sales forecasting in Pipedrive stronger and more useful to help the sales team consistently achieve their goals. In order to do so, I am looking to chat with sales teams leaders to learn about the pains of forecasting and get feedback on our Forecast management prototype at its early…
Insights: Performance graphs longer than 1 year
We are trying to create a performance graph that forecasts expected closes date all the way through December 2023. For some reason they stop being graphed after June 2023. In the deal lists below the graph, however it shows all of the deals even between June-December 2023. Why am I not seeing those deals on the graph as…
Quarter names in Forecast Report
Is there any feature that allows users to change the names of quarters or change the phasing of quarter dates? I want Q2 2021 to show up as our Q1 because our year runs April to March, but it doesn't seem like there is any option to do this, nor to rephase it if, for instance, I wanted Q1 to run Feb-Apr. If not, is this an…
Now live: Insights to get Product reporting and Forecast reporting
UPDATE - it's live 🚀 Products in insights Revenue forecast report Forecast Goals in Insights ---- Our team continues working full-steam ahead to make Insights live to its full potential. 💪 The next improvements in line should be the ability to create reports including Products, and to create forecast reports. These two…
Asking for Advice + Product Planning + Supply Chain
We load key long-lead products into deals. Now we need a report showing the total probability-weighted count of each key product bucketed into forecasted close month. How can we get this?
INSIGHTS - REPORTING OF LEADS AND DEALS, and DASHBOARDS (PLEASE CLARIFY)
INSIGHTS REPORTING With the introduction of "leads" and "deals", we need to know how Pipedrive Insights dashboards and reports, and custom reports, will be consolidating all leads and deals in one? An Organisation and Sales Managers, need to make sure we have 1 combined view of all leads and deals, eg. number of…
Forecast Report - annual value dropped into one month
On the Forecast reports, the full value of the deal (annual revenue) is placed in the month or quarter where the deal is won or expected to close. The Forecast report should be able to display expected revenue by month or quarter, not just the full annual amount dropped into the starting period. Is there any way around…
Pipedrive goals on the basis of e.g. tags
If I want to define goals via Pipedrive Insights, I can currently only do this on the basis of the people. Is it possible to link the goals with, for example, the tags of the deals? In concrete terms, we are dealing with product groups, some of them are processed crosswise by several people. The tags should be used here to…
Looking for forecasting tool connected to pipedrive
Hi there! I am researching financial tool with good interaction with Pipedrive. I have built it from scratch, but it needs some facelift and at the end, it would be better to outsource it. I will clarify what are our issues: * we have SaaS model * we cannot use deal values or products as it differs, there are upsells etc.…
Cumulative Subscription
Hi, when will subscription revenue be able to be grouped for cumulative on a running monthly basis? Right now, it's just an end of period total along with each incremental month. It would be extremely useful to see how it grows month over month--standard growth model. Thanks!
Custom goals per month
As a user I will like to set custom goals per month, both on team and user level. As sales targets may vary from month to month due to seasonal sale and scaling up with new employees, it's important to be able to adjust the goals accordingly. This was possible in the old report version in Pipedrive. For example (this was…
Basic products sold booking system
Does PD allow you to input products sold data with or without an API? we sell various software solutions for periods of time and we want to record in PD and use this data for forecast reports and invoicing. Thanks
Help on managing a project which runs across several months, in different countries.
We win large projects which run across several months. We're looking for help on how to forecast these projects by month across their lifetime. As an example: We win a contract with a chain of fast food restaurants for the supply of all their tables and chairs. The contract is estimated at £1m for 2021 but it is spread…
Products forecast
Is there a way to add products to an open deal and get a report of the forecast quantities multiplied by the deal's probabilities?
🧠 Measure Your Pipeline Progress - Sales Pipeline Course: Chapter 11 | 📽️ 2 mins
https://www.youtube.com/embed/s7ejq3Ouphw?ref=community_postEven if you follow the guidance from every previous video in this series, if you don't measure your pipeline it's unlikely to ever reach its full potential. Watch this example of how measuring your pipeline will enable you to spot challenges and tackle them…
How to Forecast Commission from revenue earned on the close of a deal?
HI. So lets your an independent sales agent and the Value of a deal your about to close is USD 1000 and the commission your about to earn from this is USD 200. How can you put this information in pipedrive? Thank you.
Forecasting MRR
Is there a way that we can have our current MRR (from deals that we've already won, plus MRR from deals that are in pipeline calculated together to forecast total future MRR?
Revenue forecast default currency
Hi guys! I have entered in Chinese Yen as my currency in each deal however, on the pipeline summary it shows USD. Is there a way to make the default currency for the entire Pipedrive application Chinese Yen? Thanks :)
New: Forecast Goals are live for Professional plan 🔭 🎯
* Professional plan only * New goal type “Forecast” is introduced * Shows cumulative results of open and won deals * Won deals are shown by won time * Open deals are shown by the expected close date * This goal is measured by the deal weighted value Learn all about Goals with: * our Knowledge Base tutorials * our blog…

Forecasting

Discussion List