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Thread: My Pipeline not calculating correctly

  1. #1
    BriteComputers is offline Sugar Community Member
    Join Date
    Jan 2007
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    20

    Default My Pipeline not calculating correctly

    The My Pipeline Dashlet is not correctly displaying opportunities for our employees. On a select few stages, there is nothing showing when there should be over $100k. Has anyone else had this issue? Is there any way I can trouble shoot this?

    Would the naming of our stages have anything to do with it? We have a / in the name of a couple stages.

    Thank you.

  2. #2
    danccg is offline Member
    Join Date
    Feb 2007
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    8

    Default Re: My Pipeline not calculating correctly

    only time this happened to me it was the refresh button on the dashboards... so that when we updated everything you still have to go and manually update it all

  3. #3
    Subrat is offline Sugar Community Member
    Join Date
    Dec 2006
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    36

    Post Re: My Pipeline not calculating correctly

    Hi......
    I think u have added some new options in your sales stage list, that's why u r facing the prob, u 1st delete the pipeline from the home page and then go to my account and click on "reset my default home page". do this , it'll work..

    Subrat

  4. #4
    BriteComputers is offline Sugar Community Member
    Join Date
    Jan 2007
    Posts
    20

    Default Re: My Pipeline not calculating correctly

    Quote Originally Posted by Subrat
    Hi......
    I think u have added some new options in your sales stage list, that's why u r facing the prob, u 1st delete the pipeline from the home page and then go to my account and click on "reset my default home page". do this , it'll work..

    Subrat
    I tried your recommendation, but the numbers have not changed.

    We added and changed sales stages after we installed SugarCRM. I think that maybe our naming convention in causing the problem. Here are our stages:

    Prospecting - Works Fine
    Needs Analysis - Works Fine
    Preliminary Proposal/Quote - DOES NOT WORK
    Evaluation - Works Fine
    Final Proposal/Price Quote - DOES NOT WORK
    Negotiation/Review - Works Fine
    Awaiting PO - Works Fine
    Closed Won - Works Fine
    Closed Lost - Works Fine

    Also, the old sales stages that are still in the database do not show on this pipeline report. What files should I begin to investigate to see if i can make this report more dynamic? I have a feeling that the '/' is causing a problem when there is a space in a sales stage.
    Last edited by BriteComputers; 2007-02-20 at 05:45 PM.

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