We’ve added the ability for a customer to be able to drill down into their data and select which Deal Statuses they want to include. (All, won, lost, open) This will provide customers the flexibility to choose to see the forecast for deals that are relevant to their business. From the forecast, teams can access a quick view of the forecast reporting and decide whether or not to pivot sales and marketing strategies.
Note: The default status will still be “All” to support customers who use this report today.
Try it now in ActiveCampaign for Sales or sign up for a free trial today!