Pipeline Configuration (Weighted vs. Unweighted) & Pipeline Values

You can customize your Pipeline View further by selecting Pipeline Values.

Choose between Pipeline Values:

• Weighted - (More accurate) A deal amount of $1,000 at 50%, is displayed as $500 in the pipeline.
• Unweighted - (Less accurate) The Deal amount is not displayed as a percentage of its deal stage. The full deal amount is displayed instead.

Decide how the Deal amount is displayed:

• Deal amount - Displays the amount of the deal from the Amount field.
• Deal margin - Displays the difference between the selling price of your products or services and the costs of production.
• Commission - Displays the amount the salesperson would earn.

Select an option to sort your Pipeline Page, when it is refreshed:

• Expected close date - Displays deals from earliest close date to latest.
• Amount - Displays deals from highest to lowest amount assigned to deal.
• Days inactive (Business Plan only) - Displays deals from longest inactivity to shortest.