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Topics#Sales And MarketingFrage von Sara Monksfield
Sara Monksfield (RSC) fragte in #Sales And Marketing
13. Juli 2016, 12:29

Include opportunity in forecast based on custom date

I've set up collaborative forecasts in the sandbox. An opportunity could be closed won today, but the value is to go against next year's target.  I'm going to add a custom field to identify the year that the opportunity relates to; is there a way for me to include this in the forecasting?

 

So if an opportunity relates to 2016 then it goes against the 2016 quota and if it relates to 2017 it goes against the 2017 quota.  Can this be done using custom currency fields?
2 Antworten
  1. Sara Monksfield (RSC)
    13. Juli 2016, 13:19
    It seems strange that such a fundamental part of a sales process is not supported in forecasting. Does anyone know of any 3rd party apps that may help?  I've voted the idea up :)
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