Pipeline Configuration (Weighted vs. Unweighted) & Pipeline Values

You can customize your Pipeline View further by selecting the third dropdown.

Choose between Pipeline Values:

Weighted - A deal amount of $1,000 at 50%, is displayed as $500 in the pipeline.
Unweighted - The Deal amount is displayed in full and not as a percentage of its deal stage.

Pipeline Values l Weighted & Unweighted

Decide how the Deal amount is displayed:

Deal amount - Displays the value from the Amount field.
Deal margin - Displays the difference between the selling price and production costs.
Commission - Displays the amount the salesperson would earn.

Pipeline Values l Deal amount

💡 If you are using recurring items in your deals, check out how you can save Deal Items.

💡 You can set a default commission for your deals.

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 the deal.
Days inactive (Business Plan only) - Displays deals from longest inactivity to shortest.

Pipeline Values l Sort when refreshed