docs(sales): 按真名写「预测汇总」的仪表盘与报表两条 (#985)

.changeset/pipeline-management-forecast-rollup-real-names.md

@@ -0,0 +1,25 @@
+---
+'hotcrm': patch
+---
+
+Name the dashboard and the report that the sales pipeline page's "Forecasting
+roll-up" list actually points at.
+
+`content/docs/sales/pipeline-management.mdx` told a sales manager the forecast
+view is built from a **Sales Dashboard** and a **Pipeline Coverage** report
+holding a *quarter × stage* matrix. Neither was findable as written. There is no
+dashboard called *Sales Dashboard*: the identifier is `sales_dashboard`, but the
+label it renders under — and the label on its Sales sidebar entry — is **Sales
+Performance**. And the Pipeline Coverage report's matrix has neither of the axes
+the page named: `pipeline_coverage_by_quarter` puts **forecast category** down
+the rows and **close quarter** across the columns, with amount and deal count in
+each cell; `stage` appears only in the runtime filter that drops closed deals, so
+it is not an axis at all. A reader who took the page at its word was reading the
+matrix transposed and against the wrong dimension.
+
+Both lines now carry the real label plus the metadata identifier behind it, in
+all three locales, and the report line is worded the same way as the entry on
+the reports page so the two pages no longer contradict each other. The Pipeline
+Coverage line also states the report's own label, **Pipeline Coverage by
+Forecast × Quarter**, which is how the report library lists it — the sidebar
+shows the shorter **Pipeline Coverage**.

content/docs/sales/pipeline-management.mdx

@@ -91,8 +91,8 @@ See [Analytics › Reports](/docs/analytics/reports) for details.
 The Sales Manager / Director view of the forecast is built from:
 
 - The **Opportunity Metrics** dataset (`opportunity_metrics`) — measure **Total Amount** (sum of amount), dimension **Stage**
-- The **Sales Dashboard** widgets (pipeline by stage, win rate, top deals)
-- The **Pipeline Coverage** report (quarter × stage matrix)
+- The **Sales Performance** dashboard (`sales_dashboard`) — widgets for pipeline by stage, win rate, top deals
+- The **Pipeline Coverage** report (`pipeline_coverage_by_quarter`, whose own label reads **Pipeline Coverage by Forecast × Quarter**) — a matrix of open pipeline: forecast category down the rows, close quarter across the columns
 
 Together they answer: *"do we have enough pipeline to make the quarter, and where are the risks?"*
 

content/docs/sales/pipeline-management.zh-Hans.mdx

@@ -91,8 +91,8 @@ description: 销售管道的日常运作方式——推进交易、自动概率
 销售经理 / 总监的预测视图由以下部分构建：
 
 - **Opportunity Metrics** dataset（`opportunity_metrics`）—— 度量 **Total Amount**（金额之和），维度 **Stage**
-- **销售仪表盘**小部件（按阶段的销售管道、赢单率、顶级交易）
-- **销售管道覆盖率**报告（季度 × 阶段矩阵）
+- **Sales Performance** 仪表盘（`sales_dashboard`）—— 小部件包括按阶段的销售管道、赢单率、顶级交易
+- **Pipeline Coverage** 报告（`pipeline_coverage_by_quarter`，报表自身的 label 写作 **Pipeline Coverage by Forecast × Quarter**）—— 未结管道的矩阵：行是预测类别，列是预计成交季度
 
 它们共同回答：*"我们是否有足够的销售管道来完成本季度，以及风险在哪里？"*
 

content/docs/sales/pipeline-management.zh-Hant.mdx

@@ -91,8 +91,8 @@ description: 銷售管道的日常運作方式——推進交易、自動機率
 銷售經理 / 總監的預測視圖由以下部分構建：
 
 - **Opportunity Metrics** dataset（`opportunity_metrics`）—— 度量 **Total Amount**（金額之和），維度 **Stage**
-- **銷售儀表板**小工具（按階段的銷售管道、贏單率、頂級交易）
-- **銷售管道覆蓋率**報告（季度 × 階段矩陣）
+- **Sales Performance** 儀表板（`sales_dashboard`）—— 小工具包括按階段的銷售管道、贏單率、頂級交易
+- **Pipeline Coverage** 報告（`pipeline_coverage_by_quarter`，報表自身的 label 寫作 **Pipeline Coverage by Forecast × Quarter**）—— 未結管道的矩陣：列是預測類別，欄是預計成交季度
 
 它們共同回答：*"我們是否有足夠的銷售管道來完成本季度，以及風險在哪裡？"*