Hi there,
I am trying to create a custom forecast type that shows quota against open pipeline that only consists of opportunities created in the current year.
The picklist values for custom filter criteria do not include the opportunity created date - is there a way to add it?
Thank you for any support
Thank you!
I had created a custom checkbox field for "Created This Year", unfortunately, it was not added to the custom filter picklist within the forecast object.
However, it worked with a custom number field and a flow that creates the current year in the field "Opportunity created year".
Thank you again,
Viola