This view will show you your potential deals; but instead of organizing them by stage, Pipedrive will organize them by their expected closing date. This will show you how much potential revenue exists each month. Pipedrive will also sort the potential deals in each month by what stage they’re in — the closer it is to closing, the higher in the column it will appear.
You can also weight the likelihood of any potential deal progressing to the next stage when you set up your sales funnel in Pipedrive. Weighted revenue is especially useful since it can be used to more accurately forecast your earnings. When you add your stages to your pipeline, you can predict how likely you are to win a deal in each stage – i.e. 20% in the “Qualify Opportunity” stage, 50% in the “Presentation” stage, and so on. This can be based on existing data you might have, or simply be estimates you’ll test and improve over time. Pipedrive will adjust your revenue projections to reflect these weights.
Got it. Thanks Pete. You might like to know we’re updating our 6-Figure Funnel training right now to tailor it one version of it to product businesses, and the other version to professional service companies like your’s. We’ve also relaunched our free sales funnel checklist w/ video training. You can pop-in your email address to get that on this page.
FACT: The amendment’s limited waiver for health rating requires states to set up a program for high-risk individuals or premium stabilization, or to participate in the federal invisible risk sharing program. No state may obtain a waiver for health status unless it has taken these efforts to protect those who might be affected. In states with a waiver, individuals who maintain continuous coverage could not be rated based on health status.