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Kenna
Community Manager
Community Manager
March 18, 2024

Use Groups to inspect your book of business from different angles.

  • March 18, 2024
  • 0 replies
  • 56 views

Click the Add Group button to select your groups (you can apply up to 4 at any given time). To remove a Group, click X.

 

  • How are you deals distributed across your different forecast categories or stages? Does that distribution align with where you’re at in the quarter?

  • Are there any deals with discrepancies between their forecast category and stage (i.e. a late stage deal in Best Case that you might move to Commit)?

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