2 min read - updated few hours ago
Go to Reports tab via the left side navigation bar. In the current version of Revenue Grid, there is a single Pipeline Evolution report that reflects how your pipeline has been developing for the selected period.
Pipeline Evolution report is being built based on Forecast Categories and Opportunity stage changes.
PIPELINE – Open deals that are on the early stages of the buying process and need further development.
BEST CASE – Deals that have work to do to advance the opportunity, though are fully qualified and have an embedded close plan.
COMMIT – Deals that are going well, and you’re confident of a successful outcome. Only in exceptional circumstances do these deals slip from the current period.
NEW – Deals that were newly added during the reviewed period.
PULLED IN – Deals that changed from a later time period to the reviewed time period. For example, a deal was predicted to close in Q4, but was moved into Q3.
UPGRADED – Deals that progressed to a subsequent forecast category and are still open. For example, an opportunity that moved from PIPELINE to BEST CASE or PIPELINE to COMMIT falls into this category.
IDLE – Deals that remained in the same forecast category and remained open during the reviewed period. For example, an opportunity that remained in the pipeline forecast category falls into this category.
DOWNGRADED – Deals that regressed to a previous forecast category and are still open. For example, deals that moved from COMMIT to BEST CASE, COMMIT to PIPELINE, or BEST CASE to PIPELINE falls into this category.
WON – Deals that were won during the specified period. For example, an opportunity that is closed won during the specified period falls into this category.
LOST – Deals that were lost during the specified period. For example, an opportunity that is omitted during the specified period falls into this category.
SLIPPED – Deals that were moved from an earlier time period to another time period. For example, a deal was predicted to close in Q3 but was moved to Q4.
Conveniently track the sum changes¶
See how the sums of your deals changed over the selected period.
We would love to hear from you!