WorkVellWorkVell
Sales & CRM·지원 코드CRM-005

Reading and Using the Revenue Forecast Report

Understand the weighted pipeline forecast and use it to make data-driven sales plans.

[View the report]

Sales → Analytics → Revenue Forecast

[What is shown]

  • Confirmed revenue: total from won deals
  • Weighted pipeline: deal value × win probability per stage
  • Forecast total: confirmed + weighted pipeline

[Win probability setting]

Admin Settings → Sales → Pipeline Stages

Set probability per stage (e.g., First contact=10%, Closing=70%, Won=100%).

[Forecast accuracy tracking]

A snapshot of the current month's forecast is saved at the start of each month.

Compare with actual results to improve future accuracy.

[Funnel analysis]

Switch to the "Funnel" tab to see deal counts and amounts by stage.

Identify where deals are most often lost and improve those stages.

⚠ Win probabilities are configurable targets. Review and adjust them based on actual data regularly.

이 글이 도움이 되었나요?

같은 카테고리의 문서

Registering and Managing Customers

Add customers to the master record and link deals, quotes, and orders to them.

Creating and Sending Quotations

Create a quotation for a customer, export it as PDF, and send it.

Using the Sales Pipeline and Deal Management

Track deals through stages on a Kanban board and auto-generate weighted revenue forecasts.

Using Quotation Templates

Register reusable item sets as quotation templates to speed up quote creation.

이 문서를 본 사람들이 함께 본 문서

Using the Sales Pipeline and Deal Management

Track deals through stages on a Kanban board and auto-generate weighted revenue forecasts.

Sales Reports: How to Read and Use Them

WorkVell CRM provides sales performance reports including pipeline analysis, win rates, and revenue forecasts. Learn how to read and act on these reports.

How to Request Clock-In Time Correction

How employees request corrections to incorrect or missed clock-in records.

Submitting a punch correction request

How to request a correction yourself when you forgot to clock out, a time is wrong, or a break is missing.

Request a Punch Correction

How to fix your attendance when you forgot to punch or entered the wrong time.

Time Correction Request

When a clock-in or clock-out is missed or incorrect, submit a correction request for manager approval.

지원 홈으로 돌아가기