Terminology

Terminology
 

Start pipeline

• The total value of your pipeline at your start date (across all forecast categories excluding closed or omitted opportunities).

End pipeline

• The total value of your pipeline at the end of the time range.

New opps

• New opportunities which were created during the selected time range.
• If an opportunity was created and then set to closed won, it is not counted twice but only attributed to the closed/won category.

Amount increased

• Opportunities that existed before the start date and the amount increased during the selected time range.

Amount decrease

• Opportunities that existed before the start date and the amount increased during the selected time range.

Pulled in

• Opportunities that existed before the start date and where the close date was initially outside the selected time range, but then the close data was changed, and now they are within the period.

Lost

• Opportunities with a close date in the selected time range that were marked as closed-lost/omitted.

Close date in past

• Opportunities where the close date is overdue - but still within the selected time range.

Won

• Opportunities with a close date in the selected time range that were marked as closed-won.