Skip to main content
Topics#Sales And MarketingDomanda di Brent Downey
Brent Downey (Pushpay) ha fatto una domanda in #Sales And Marketing
5 gen 2015, 19:44

Using Custom Currency Field in Collaborative Forecast

I have enabled Collaborative forecasts for the sole reason of using the tool to forecast off of a custom currency field. However, I don't see any option in the Forecast Type to set the currency field used in the forecast.

 

Now that I think about it, the currency field is a formula with Currency as the output. It pulls the value of the Amount field and if marked as one time revenue on the Opportunity, dividies the amount by 12. Otherwise it displays the number in the Amount field. Perhaps that is my issue?
15 risposte
  1. Deepa Patel (esfera impact, LLC)
    5 gen 2015, 20:19
    I just did this for a customer. You have to set up an Opportunity Split and setup the custom currency field as a split field. Don't worry about the percentages.I just did this for a customer. You have to set up an Opportunity Split and setup the custom currency field as a split field. Don't worry about the percentages.
Scrivi una risposta...
0/9000