Read sales reports, set goals and use the forecast
Short answer: Open CRM → Reports for revenue won, win rate, average deal and time to close, funnel, leads by source and win and loss reasons. The forecast shows closed won plus weighted pipeline against your goal for the period. Every figure comes from your records.
Verified for PVology 0.30.0 · updated 2026-10-11
Steps
- Open CRM → Reports and choose the period. Managers and admins can switch between a salesperson and the whole team.
- Choose Forecast to see closed won, commit, best case and the gap to target. Weighted = value × probability; expected = closed won + weighted.
- To set a target, open CRM → Settings → Goals and add a goal for revenue, deals won, leads, meetings or calls.
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