
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
If they are a number, currency, or boolean field (something that can be counted) you can Summarize(Sum) them