How the pipeline and forecast work
A CRM forecast is only useful if the number means something. VNCcrm makes the maths explicit.
Value comes from lines or from the field
Section titled “Value comes from lines or from the field”A deal has a Potential revenue. When the deal has line items, the amount
is the sum of the lines (quantity × unit price × (1 − discount)); with no
lines, the manually entered amount stands. See Quotes and
approvals.
Probability comes from the stage
Section titled “Probability comes from the stage”Each stage carries a probability. Expected revenue = potential revenue × probability, and the weighted forecast in the pipeline header is the sum of expected revenue across the board — never a per-page total. Terminal stages are fixed: Won → 100%, Lost → 0%.
Why it is computed server-side
Section titled “Why it is computed server-side”The pipeline header, the KPI band and the reports are server aggregates, so they cannot disagree with the table or drift as pages load. A column’s value is the sum of its deals; the header is the weighted roll-up of them all.
Leads become opportunities
Section titled “Leads become opportunities”A lead is unqualified; once qualified it converts to an opportunity and joins the pipeline, where the forecast applies.
