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If you notice a discrepancy between the End Open Pipeline in Waterfall and the aggregated amount in your Opportunities Module
- Make sure your filters match between the bucket you’re looking at in Waterfall and the Opportunities Module (tip: you can click directly on a bucket in Waterfall to look at those deals).
- Note the recent changes to your opportunities with the highlighted fields in the opportunity grid. Waterfall (and the other analytics modules) take snapshots to allow you to look at different periods of time, so real-time changes to your deals (i.e. the primary amount field) might account for the discrepancy you’re seeing.
- Check out Flow to look at how deals moved within the same time period from a different lense to see if, for example, some deals just slipped out of the current quarter that account for the difference you are seeing.
- Contact your Clari CSM or Clari Support if you need any help troubleshooting.