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The deal forecast view: revenue projection

Steven Reinartz, June 14, 2023

Note: The forecast view is only available on our Professional and Enterprise plans.

It’s useful to know how much money your business has made, but sometimes you need to know how much money you’ll be making in the future.

The forecast view allows you to visualize the revenue projection for your company, so you know what your revenue will look like moving forward.

Note: If you are just getting started with Pipedrive, you can check out our “Make sales results easier to predict” Pipedrive Academy course.

What is the forecast view?

Note: If a deal is marked as WON, that deal’s won date will be used instead of the expected close date for calculating value in the forecast view.

The forecast view projects your revenue by using the expected close date of the deal. The expected close date is when you expect a deal to be marked as WON or LOST.

If you don’t want to measure your projected revenue using the expected close date, you can create your own custom date field, (i.e. “delivery date,”) and the forecast view can use that information to project your revenue.

Where to find it

Note: If you have any customized probability for your deals or stages, the weighted value will be presented in the forecast view. To learn more about deal and stage probability in Pipedrive, check out this article.

To access the forecast view, go to the Deals tab and click on the third View button.

There, you’ll find a kanban view of your deals, separated into date-based columns. Each column header shows a summary of your projected revenue, based (by default) on the expected close date of your deals.

The summary contains the total value for all open deals, the total value for all won deals and a projection of the combined revenue of your won and open deals, should you win them all.

Customizing your forecast view

To customize your columns, click the gear icon and select your preferred options.

Note: “Show by” dictates which columns your deals are sorted into, and “Arrange by” decides the order of the deals within a column.

You can also drag-and-drop deals from one column to another, allowing you to update the deal’s expected close date.

The green status bar

The green status bar indicates what stage a deal currently resides in, so the further along the green status bar is, the further along the deal is in the pipeline.

Deals that are furthest along the pipeline are prioritized at the top of your forecast view, which allows you to see the deals that are closest to being marked as WON.

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