SALES & FOLLOW-UP / 7 MIN READ
Read Pipeline Pulse and forecast inputs
Separate stage movement, recorded amounts and incomplete estimates.
Plan: Starter4 clear steps
Follow the steps
01
Open the pipeline dashboard
From Opportunities or Dashboards, open Pipeline Pulse for the active workspace.
02
Compare stage and movement
Inspect current stage distribution alongside saved transitions and stage aging.
03
Review forecast coverage
Check which open deals have amount, currency, close date and probability inputs, and which are excluded.
04
Correct the source record
Open a deal with missing or outdated inputs and update the record itself before relying on the report.
BEFORE YOU MOVE ON
Check the result
The dashboard’s coverage and totals reflect the corrected saved records.
Worth knowing
Do not add different currencies together or read an incomplete estimate as a prediction.