Hi Steve, I need your help!!
The closed opportunities in the Forecast tab are defaulting to the wrong custom field on the opportunity.
For example, each of our opportunities has a contract value over 12 months field as well as a total deal amount that is based on the term of the contract. The number that is showing in the view is the Total Deal Amounts added up but this is incorrect as we want the contract value over 12 months field. Is there a way to have it point to the correct custom field? I have attached a screen shot. Thanks so much!
Ouch... unfortunately I don't have a lotta hand's-on working with the Forecasting Tab (we just don't use it)
Also, I'm about to hop on a plane to London's Calling this afternoon, so I'm not sure if I'm gonna be able to take a deep dive into this