CFO Analytics inside Gig Central provides speaking revenue projections by calculating weighted pipeline values based on sales stage probabilities.
This guide explains forecasting models and analytics metrics.
1. Weighted vs. Unweighted Pipelines
- Unweighted Pipeline: The sum of all active opportunities in your CRM. If you have five deals worth $10,000 each, your unweighted pipeline is $50,000.
- Weighted Pipeline: The adjusted value based on how likely each deal is to close. If those five deals are in the "Discovery" stage (20% probability), your weighted pipeline is $10,000 ($50,000 × 20%).
2. Stage Probability Mapping
Default stage probabilities are configured as:
- Inquiry: 10% probability.
- Discovery: 20% probability.
- Proposal: 50% probability.
- Contracting: 85% probability.
- Booked: 100% probability.
3. How It Works (Behind the Scenes)
- Pipeline Forecast Calculation: The analytics engine evaluates active opportunities across Kanban CRM stages, multiplying them by stage probability.
- Data Feeds: Financial forecast metrics integrate with the Monthly Net Margins Report to show gross forecast details versus actual expense accounts.
4. Adjusting Forecasting Rules
- Navigate to Settings > Analytics.
- Adjust probability percentages to match your close rates.
- Click Save Settings to recalculate dashboard graphs.