I'm trying to find/write a report that shows all opportuntites and the related scheduled payments. Just like the Forecast reports that exist. Problem being I am both the head of sales, and a sales person. So all I really want is a report that is grouped by month, showing opportunity, scheduled payment value, owner.
And if anyone can explain the 'show opportuntiy for', and 'show forecast for' filters on the forecast reports I's also be very grateful. Then I can create my goal of showing revenue forcast per month in a graph!
Regards,
Tim
1 resposta
Hi Tim,
You need to first use Product Scheduling. Then you would select that in your forecasting (it only works in Customizable Forecasting).
If its helps you, Mark as best, where it will helps others.
Thanks and regards,
Samyuktha.
