But when I create a test opportunity, where there is a quantity of 2 for the next four months, and the product price is $1,000...I see the total $8k forecasted in the first month. How do I get the forecast to reflect $2k a month for the next 4 months?
2 risposte
Click Your Name | Setup | Customize | Forecasts (Customizable) | Settings. Choose a Forecast Date that determines how opportunity amounts contribute to forecasts:
- Choose Opportunity Close Date if you want the entire opportunity amount to contribute to the forecast period for that date. If your organization does not use products, this is the only option available.
- Choose Product Date if you want the amount of the product on the opportunity to contribute to the forecast period that corresponds with theProduct Date. When no products exist on an opportunity or the product date is blank, Salesforce uses the Opportunity Close Date in the user’s forecast instead.
- Choose Schedule Date if you want the individual revenue schedule amounts to contribute to the forecast periods that correspond with the schedule dates. If a product does not have a revenue schedule, Salesforceuses the Product Date in the user’s forecast instead.
https://na11.salesforce.com/help/doc/user_ed.jsp?loc=help&target=customize_forecastsettings.htm§ion=Customizing
