Forecasting & Pipeline Management

Introduction to Forecasting & Pipeline Management

• Overview of Forecasting and Pipeline Management
• Enabling Forecasting and Pipeline Management Capabilities in Outreach

Configuring Forecasting & Pipeline Management

• Why can't I create opportunities within Outreach anymore?
• Values get Overwritten After Forecast Call Submission
• How to Configure User Level Default Currency for Forecasting
• Multi-Currency Support in Outreach for Forecasting
• How to Configure Multiple Forecasting Goals
• Can columns in Team & Sequence Performance be customized?

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Forecasting & Pipeline Management Best Practices

• Configuring Preferred Currency in the Pipeline Summary
• Creating Saved Views for Metrics on Pipeline Summary
• How to Use the Forecast Rollup
• How to Use the Pipeline Movement Report
• Pipeline Dashboard Metrics Overview
• How to use Scenario Planner

Commit Standalone

• Forecasting Best Practices in Outreach Commit
• Outreach Commit Scenario Planner Best Practices
• Analytics Best Practices in Outreach Commit
• Outreach Commit Rep Experience
• Forecasting Admin Configuration in Outreach Commit
• How to Map Your CRM to Outreach Commit with Data Sync

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