What your open quotes are worth
One line above the Pipeline board: the quotes out for a decision, the rate you actually win them at, and what that makes the open ones worth.
The Quoted column has always added up what is out for a decision. It could not say what that was worth, because a quote is worth its value times the chance it closes — and the chance was a number you carried in your head. Now the board works it out from your own history.
Three figures, above the columns. Open quotes is the Quoted column’s total and count. Win rate is the share of your decided quotes that were accepted — accepted against declined and expired — over the last twelve months, with the counts behind it: 60% (3 of 5 decided). Click the count and it shows the three counts and the window. Expected is the open total at that rate, to the nearest hundred, because a forecast printed to the dollar is a guess dressed as a fact.
Honest about thin history. A rate from three decisions is a coin flip. Under five decided quotes in the year the board reads your whole history instead and says all time; under five ever, it says not enough decided quotes yet and shows the open total alone. It never prints an expected figure from a rate it cannot stand behind.
No dates guessed. The board does not say projected revenue this quarter, because a quote has no expected close date and the product will not invent one. It says what the open quotes are worth — the when is yours.
The line follows the board’s filters — search, a source, only stale — so only stale reads as what the stale quotes are worth. Nothing is stored: it is computed with the board each time, from the quotes you already have. Owners and Managers, on every plan.