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Forecasting
Forecasting
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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?  

 

Data Works, And Then It Doesn’t. A Salesperson’s Look At 2021 Planning.

One of the truths in sales is that repetitiveness is the path to oblivion, both for your company and your role as a manager. With the new year here, take time to hit that refresh button and look at your forecast with a critical pair of eyes. Don’t assume anything. Don’t think you control your market or customers.

Let the data reveal the reality of your surroundings. Make sure your team is ready to execute with you. This is your starting point for 2021.

Last year was difficult in many ways, but it has also given us... (More)

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 :)  

Research: Forecasting in Pipedrive

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 stage.

Above is a small teaser of our concept what forecasting could look like in the future.

 

Please send me an email if you are interested to participate: kirill.grebtsov@pipedrive.com

Thank you!