Open pipeline
Pipeline uses deals whose canonical outcome is open. It should not infer open status by excluding a hard-coded list of stage names. For each usable deal, the transaction amount is converted to the workspace base currency using the reporting FX rules.Weighted pipeline
Weighted pipeline multiplies the expected amount by the deal probability in transaction currency, then converts the weighted amount to base currency. Conceptually:weighted amount = expected amount x probability
The result is a forecast measure, not recognized revenue or cash.
Won value
Won value comes from the opportunity close lifecycle. It prefers the stored base amount snapshot from the close event when one exists and matches the workspace base currency. It does not replace the won amount with the total of related invoices.Win rate
Win rate uses final won and lost deal closures in the selected period:won / (won + lost)
Open deals are not part of the denominator. Lead status is not part of the formula.