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Hi All,

 

I have a custom object that has some financial data on it.  I'm looking for a 12 month forecast report, starting with current month and going out 12 months.  The months would be on the X axis, based on the date field "Expected Revenue Start".  Then on the Y, the Deal name, and under that a few other fields that are on that Deal record.  It would look like this for example:

 

                         Sep13     Oct 13      Nov 13     Dec 13     Jan 14   ...........

 

Deal 1

 

   -Field 1

 

   -Field 2

 

   -Field 3

 

Deal 2

 

   -Field 1

 

   -Field 2

 

   -Field 3

 

Any ideas?  Thanks!
20 answers
  1. Sep 4, 2013, 8:23 PM
    If they are a number, currency, or boolean field (something that can be counted) you can Summarize(Sum) them
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