A: When Exclude is turned on for a stage, the value of the orders in that stage no longer counts towards your sales figures. You find the setting under Settings → Pipeline → Opportunity stages. Excluded stages are marked Excluded in the list.
Orders in an excluded stage are left out of:
- The Sales tab on company cards and company group cards
- The budget column in the sales board for sales, one-off and contribution margin
- The Forecast widget
- The standard dashboards in Report Center
- Customer Portfolio, which filters out excluded stages by default (you can change the filter)
What Exclude doesn't do
- It doesn't hide the stage. The stage can still be chosen on opportunities and orders, and they're still shown in the sales board and in lists.
- It doesn't affect recurring values (ARR/MRR) in the sales board budget.
- Report Center widgets you build yourself don't leave out excluded stages automatically.
Want to stop people from using a stage?
Limit the stage to specific roles, or delete it once no opportunities or orders are in it. Read more in Opportunity stages.