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Pipedrive

Informe de previsión de ingresos

Nota: El Informe de previsión de ingresos es una de las numerosas funciones útiles que tiene el plan Platinum de Pipedrive. Para saber cómo cambiar los planes, haz clic aquí.


Una buena parte de la gestión de altos niveles de ventas tiene que ver con tomar decisiones fundamentadas relativas a los ingresos de tu empresa. A fin de permitirte tomar decisiones más fundamentadas con los datos más relevantes, Pipedrive ha creado el informe de previsión de Ingresos.

To access this report, go to Progress > Reports, and select Revenue Forecast, under the Sales Performance header.

This specific report provides insight into the money that your company should likely be receiving soon. Calculated from the WON and OPEN deals in your account — and adjusted based on probability, unless disabled — this should assist you with planning for the incoming revenue, which should then assist you with knowing where you have the ability to improve your company.

The WON deals in the Revenue Forecast Report are calculated based on each deal's won date, while the OPEN deals are calculated according to each deal's expected close date.

This report can only be adjusted by Deals to see the OPEN and WON deals that can dictate your company's incoming revenue.

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