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Waterfall

Weflow’s pipeline metrics show pipeline value at start and end, plus all relevant changes within a selected time range.

Updated over a week ago

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.

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