Knowledge Base

How can I see the total value of my deals by stage or pipeline?

Through the Pipeline and Deals List View, you will be able to easily see the total value of your deals by pipeline, stage, or other customizable filter conditions. Any total values will be shown in your default currency, but if you have deals with a different currency than your default one, they will be automatically converted and reflected in the total value. 

 


Viewing total value by pipeline stage 

You can see the total value of your deals by stage in the Pipeline view under each stage's name. If you hover over the number of deals in that particular stage, you will see the breakdown of the total value by currency.

Screen_Shot_2020-01-29_at_5.07.52_PM.png


If you have stage probability or deal probability set up, you can see the weighted total value of your deals compared to the unweighted total. 

Screen_Shot_2020-01-29_at_5.08.01_PM.png

 


Viewing total value by pipeline

You will also see the total value, weighted total value, and the total number of deals by Pipeline in the top-right corner of your Pipeline View. Clicking on these numbers directly will bring up the breakdown by currency.

pipelinesum.gif


Viewing total value in the List View  

Similar to the Pipeline view, you will see the total deal value, total weighted value and the total number of deals in the top right corner of the Deals List View. Clicking on the information icon will bring up the breakdown by currency.

You can create filters to customize your total value reports in the Deals List view.

Screenshot_2020-02-06_at_14.40.24.png

Questions?    Get in touch