Waterfall

Overview

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.