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Analytics add-on

Discovery

Bluewater Health · Avery Stone

Created Aug 12 · Open for 94 days

$80K
Deal value
20%
Win probability
$16K
Weighted

delivers Nov 2 – Dec 11

An open deal is not counted when it closes. It counts toward the forecast weighted by win probability ($80K × 20% = $16K), placed on its delivery dates. The table below shows the full delivery value by week. The plan comes from the CRM delivery dates.

Delivery by weekweek ending

week endingPlannedActualVariance
Nov 8 closed $14,000——
Nov 15 $14,000——
Nov 22 $14,000——
Nov 29 $14,000——
Dec 6 $14,000——
Dec 13 $10,000——
Total$80,000——

No actuals recorded yet. This is the planned schedule.

Enter actualsclosed weeks

week endingPlannedActual ($)
Nov 8$14,000

An actual entered here covers the whole week and replaces its estimate. Empty a box to remove the actual. Where another system has already recorded the week's actual, it is shown here to read and is corrected in that system.

Schedule editorfrom CRM dates

The value, divided evenly across every day from start to end.

Demo: changes are kept in this browser only.