Targets and forecasts

https://youtu.be/ejpYn4LiJlY

You can use Pipedrive to understand how you are tracking vs your daily, weekly and monthly targets.

By looking in the top right you should be able to very accurately understand how much revenue you are going to write.

If the figure is off, you will need to check:

  • That you are entering all your leads into Pipedrive and progressing and closing them promptly
  • If the default estimate of probability is incorrect for you, overwrite the individual probability to your intuition
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