Expected Close Date, Likelihood, and Forecast Reports
under review
Y
Yusuf Young
In almost every other CRM, it is possible to enter not only close value, but also expected close date, a percentage of how likely it is to close (with each stage in the pipeline having its own default % value unless you change individual opps manually), and and along with that be able to get some reports of forecasted close values on various dates (possible to filter by pipeline).
Please enable this since this will be a crucial thing for a B2B CRM.
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P
Pallavi Kothari
Hi Everyone!
Thanks for upvoting the idea
We have started working on the forecasting feature and would love to connect with you to understand how you foresee this happening.
If you would be willing to share your thoughts - please block some time on https://speakwith.us/pallavi
Looking forward to connecting with you.
P
Pallavi Kothari
Merged in a post:
Weighted Forecasting
D
Daniel Fundi Ndaya
What it means:
Weighted forecasting estimates future revenue based on the stage a deal is in and its likelihood of closing.
Example:
If a deal is worth $10,000 and it's in the "Proposal Sent" stage, and that stage has a 60% close probability, then its weighted value is:
$10,000 × 60% = $6,000
CRM tools like Dynamics 365 use these weights to forecast realistic pipeline revenue, not just the total deal value.
GoHighLevel currently does not do this automatically — this is SOOOOOOO needed
R
Rich Webb
Yes, this seems really important to a number of my clients.
M
Maureen Doss
We need this so bad. We have tried so many work arounds and custom build out solutions that just aren't cutting it.
T
Tom Lowe
Weighted pipeline is essential! We've tried to create using a calculated field for Opportunity Value but doing it this way causes lots of issues.
M
Matt West
Under Review? This is LITERALLY the 101 basic function of a CRM - come on team...let's speed this up
P
Pallavi Kothari
marked this post as
under review
M
Matt West
Pallavi Kothari what is there to review? Can you just get this built, people have been asking about it for years. We don't need new AI voices etc just fundamental things...
J
Jesus Lillo
Pallavi Kothari News?
R
Randall Chalan
Pallavi Kothari when will this be live?
A
Alejandra Castaneda
Pallavi Kothari We really need this please! and be able to have forecast reports, we're losing clients because of this please
A
Alejandra Castaneda
this is vital for any CRM!
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