Pipeline dropped unexpectedly? See what deals were pushed or decreased in size. Commit came in lower for the month? Best case surprised you? See how each component of your forecast changes over time. No more guessing or sifting through stale spreadsheets.
With Waterfall Analytics, you get a detailed understanding of what changed and why.
Click Forecast from your Scratchpad Navigation Bar, then Waterfall
Customize your view by selecting a Category or Change period
Select a column, like Moved Out, to see the associated Opportunities below
Click into the individual Opportunity for a deeper deal inspection
What are the differences between the change categories in Waterfall?
+/- Value: Opps that increased or decreased in value
New: Opportunities newly created
Won: Opportunities removed from the forecast category due to being won
Lost: Opportunities removed from the forecast category due to being lost
Moved In: Opportunities added to the forecast category (eg: Stage change, Closed Date change, reassigned to a different owner)
Moved Out: Opportunities removed from the forecast category (eg: Stage change, Closed Date change, reassigned to a different owner, deleted)