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How Do I Add Projected Income to my Pipeline?
How Do I Add Projected Income to my Pipeline?
Updated over 2 months ago

Related Questions:

  • How can I get the Bookings on my Pipeline to show expected income?

  • Does the Deal Value on Bookings show up on my Pipeline?

Answer:

Projected income in Event Temple is called Deal Value. For each of your Pipeline Stages, there will be a Deal Value total at the top which will be for all of the Bookings in that Stage.

To add a Deal Value to your Bookings:

  1. Open a Booking

  2. Scroll to the top of the Booking Summary page

  3. Click on the Currency Value next to the Booking dates

  4. Enter a Value

  5. Click the checkmark or press enter

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