What are baselines and how to I record them?

An overview of baselines including what are they used for and how to record them

Baselines are read-only snap-shots of your pipeline. Similar to a saving a read-only version of a file in Excel. Baselines are used as reference points so that users can track how their pipeline is changing. Baselines can be exported viewed in the application or exported to Excel. Baselines can also be used in the Insights application to reveal how the latest forecast is different to a saved Baseline.

Recording a baseline

  • Navigate to the Pipeline grid.
  • Click Baseline in the top right of the grid and select Set Baseline.
  • Give the baseline a name and then select Create Baseline.

Saved baselines can be accessed from the Pipeline grid.