Pipeline metrics explained
How Total Deals, Pipeline Value, Avg Deal Size, Weighted Value and Won/Lost This Month are calculated.
The cards above each pipeline summarise it. Hover the ⓘ next to any card for the same explanation in the app.
| Metric | How it’s calculated |
|---|---|
| Total Deals | Every deal in this pipeline that isn’t marked Lost. Won deals are included. |
| Pipeline Value | The sum of the values of all deals in this pipeline, excluding Lost deals. |
| Avg Deal Size | Pipeline Value ÷ Total Deals. |
| Weighted Value | Expected revenue: each open deal’s value × its stage probability. The first stage is about 10%, later stages rise up to 90%, and Won counts as 100%. Lost deals are excluded. |
| Won This Month | Deals marked Won since the first day of the current month. |
| Lost This Month | Deals marked Lost since the first day of the current month. |
Each stage column also shows its deal count and total value.
The dashboard’s Pipeline Value donut shows open deals by stage across the workspace. Totals are shown in your default currency.