What-if

What-if shows what MRR, ARR and the forecast would be if certain deals closed, or if you won a number of new customers. Nothing in your pipeline changes.

Try some deals

  1. Open Revenue > Forecast > What-if, or tick deals on the pipeline list or board and select What if these close?.
  2. In Open pipeline at the bottom, tick more deals. Search and Filters help you find them.
  3. Under Selected opportunities, change a deal's Close month or Monthly value to try other numbers. Clear empties the selection.
  4. The top shows Current MRR, Incremental MRR, Resulting MRR and the effect on the forecast.

Add hypothetical customers

  1. Tick Hypothetical customers.
  2. Enter How many (1 to 1,000), the Monthly value each, the Hosting % and when they Start.

Assumptions and formulas explains how each figure is worked out.

Save a scenario

If your role allows, type a Name and select Save scenario. Pick it later under Saved scenario; Save updates it, Save as new keeps a copy and Delete removes it.

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