Pipeline Tab (Bottom Grid)

The Pipeline tab in the Revenue Forecast submodule retrieves data from your pipeline activities. It also takes into the account the probability rate of each activity when computing for the total revenue. For example, if an activity in the pipeline has a 25% probability of becoming a revenue-earning job, Workbook multiplies the total revenue by .25. The Pipeline tab also displays the status and stage for each activity.

Contents

Field	Description
Search grid	Enter a search string to find a specific pipeline.
	Indicates the review status of the job.
Company	The company for which the revenue forecast was created.
Pipeline name	The name of the pipeline as defined in the Pipelines submodule of the CRM module.
RF responsible	The employee who receives the notification, if you use the input workflow.
Viewers	This column displays the users who are required to review the Revenue Forecast.
Probability	The probability, in percentage, that the activity in the pipeline will become a revenue-generating job.
Status	A value from a user-defined list in the CRM setup module.
Stage	An auto-generated value based on the progress of the pipeline.
Original amount	The total pipeline revenue amount.
Expired amount	A summary of the expected monthly revenue value before the first forecast month.
Future amount	Original amount - Expired amount.
Month columns in Actual section	These columns are always empty for pipelines.
Month columns in Forecast section	Controlled by the pipeline forecast method (use these columns to change the pipeline forecast values for your revenue forecast).
Total	The total revenue forecast for the activity in the pipeline.
Remaining following years	Future amount - summary of pipeline values in the forecast months.