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Revenue Insights

Revenue Insights

Learn how to get an instant overview of the health of your sales pipeline.

What is Revenue Insights?

Running a Pipeline Review using Revenue Insights

CRM Field Mapping and Updates

Import Custom CRM Fields for Tailored Deal Boards and Automated Updates

Pipeline Views and in-line editing CRM fields in Avoma

Map multi-select CRM Fields (Properties) with Avoma categories to automate field updates

CRM Field Mapping and Pipeline FAQs

Deal/Company Quick Views

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Forecast

Complete Guide on Avoma's Forecast Tool

Forecast Settings

Manage your Forecast targets

Know your Forecast board

Forecast Submission and History

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AI Win loss Analysis

Deal WON & LOSS Analysis using Avoma's AI