Open expected value by stage List
Sum Opportunities.expected value USD by Status for New, Qualified, Proposal and Negotiation within authorized organizations.
- B2C CRM
- Relationship and operating reports
Reports for the questions your team asks
Explain pipeline expectations, segment decisions and operational exceptions from their source records.
Overview×
B2C CRM · Overview
B2C CRM dashboard
This quarter
Customer segments in view
6Total revision
3,070Submitted
6Evaluated at in 14 days
2Opportunities by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| New | 31 | ||
| Qualified | 6 | 19% | |
| Proposal | 2 | 33% | |
| Negotiation | 1 | 50% |
Expected value USD by status
Sample totals per stage
More reports
Weighted forecast by owner Grouped
Group open Opportunities by Organization and Owner and calculate expected value USD multiplied by probability percent divided by 100, displaying missing probabilities separately.
Expected close by week List
Group open Opportunities by expected close date week using the agreed organization time zone and show the associated expected value.
Segment review progress Grouped
Group customer segments by Organization and Status and show segment name, qualified members and evaluated at without treating overlapping segment counts as unique consumers.
Activity outcomes by relationship Grouped
Group relationship activities by Parent and activity type and show due at, completed at, Revision and Outcome.
Review decisions by source revision Grouped
Group review decisions by Parent and source revision with Reviewer, Decision, decided at and Reason.
Operation exceptions by action List
Group operation receipts by Action and result state with expected revision and failure reason for Failed and needs review cases.
Won and lost relationship outcomes List
List Opportunities with Status Won or Lost, retained expected value USD, won at and loss reason without representing expected value as booked revenue.
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