MAYADeals are tracked under CRM then Opportunities. Pipelines and their stages are set in Administration, Sales and customers section, then Pipelines and stages.
The Forecast screen shows what should close, month by month and per currency. Each deal counts for its value multiplied by the probability of its STAGE, never by a percentage typed by hand.
An open deal whose expected close date has passed is placed on the current month: it is late, not lost. A deal without an expected date is counted separately.
When your company has defined loss reasons (Administration, Sales and customers, Loss reasons), marking a deal as lost requires one of them. Without defined reasons, the loss is recorded without one.
Depending on your entity's setting, some deals require qualification criteria to be filled in before moving to the closing stage; the deal tells you which ones are missing.
PlansIncluded in every plan.