TRANXACT.AI Training

Forecast Categories

Pipeline, best case, commit, closed and omitted, and which opportunity stages fall in each. A deal can be moved out of its stage's category with a reason.

13 steps · 3 questions · about 7 minutes

Read the reference page for this screen

Progress is kept in this browser only — it is not sent anywhere and nobody else can see it.

← Back to Forecasting & Quotas