OnePageCRM Pipeline - Forecast view

There are two views in the Pipeline you can choose the Forecast view or the Kanban view. 

In this article:
Customize sales targets Move a deal to another deal stage
Totals display Deal list

Customize sales targets

    1
    In the forecast view → click Edit button beside Target.
    2
    In the Edit sales target  pop-up, enter individual monthly targets for you or your team member in the boxes provided → click Save.
    Note: Select the pencil icon to edit the default sales targets.

Move a deal from one stage to another

    1
    Select a deal from the pipeline → in the pop-up box select the STAGE dropdown.

2
Choose the deal stage you wish to move the deal to from the dropdown. 

3
The deal will be automatically displayed under the new deal stage. 

Totals display

There are two options to display total amounts in the pipeline. 

  • Total won = only won amounts
  • Expected total = Won + Pending amounts
1
Click on the downward arrow to change the display. 

Deal List

1
To filter by deal type → see the Deal list under the pipeline → click the Show drop-down.
2
Choose to view from the following:
  • Pending: Only Pending deals will be displayed.
  • Won: Only Won deals.
  • Lost: Only Lost deals.
  • Closed (Won/Lost): Displays both Won and Lost deals but not Pending.
  • All deals: View all deals in your account.

3
Click on the gear ic on to customize the Deal list. Select or deselect the fields to add a column.
Note: You can add up to 9 columns to the Deal list. The columns  Deal nameContactStage and  Amount are mandatory columns in the Deal list. You then have the option to select from the following columns:
  • Commission
  • Created 
  • Margin
  • Owner
  • Close Date
  • Deal Custom fields.

4
Drag the fields to reorder them →  Apply.

5
Once you've applied the columns on your Deal list, you'll see them in the Deal details in the Forecast view.
NOTES
  • In Forecast view, you can choose to see view the pipeline by month, quarter or year.  
  • Deal amounts and number of deals will update immediately when you move a deal from one deal stage to another.
  • You must have a deal created in order to view it in the pipeline page.

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