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Topics#Reports & DashboardsQuestion de Matthew Carpenter
Matthew Carpenter (Sarma) a posé une question dans #Reports & Dashboards
18 déc. 2012, 21:06

Forecast report with year to date status?

I finally adjusted the forcast report to show what I want with quota, closed, opportunity and opportunity+close status each month with percentage fulfilled. 

 

I also want to show a running total FYTD for this tracking. 

 

Right now I have 20%, 70%, 40%, 125% showing month to month, but I need to know what they are tracking year to date on their goals. How can I add this to the forecast report?

1 réponse
  1. Matthew Carpenter (Sarma)
    18 déc. 2012, 21:33
    I think I am OK on this now. I just added a formula column that uses the ongoing sum for the calculation. Not exactly what I wanted but OK
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