Forecasting and pipeline reporting

Read the forecast view, weighted vs unweighted projections, and conversion rates.

5 min read Updated 2026-04-24

Pipeline AI gives you two projections: unweighted (raw value of all open deals) and weighted (each deal multiplied by its stage probability). Use weighted for the realistic number, unweighted to see the ceiling.

Where to look

  • Pipeline header: live total of open + won this period.
  • Forecast tab: month-over-month projected revenue.
  • Reporting → Pipeline: conversion rate per stage, average time in stage, win/loss reasons.

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