topic Capturing dynamic deal amounts in forecasting in Tips, Tricks & Best Practices

Capturing dynamic deal amounts in forecasting

michaelhayes — Mon, 17 Apr 2023 04:53:16 GMT

Hi, for our business Deals represent investments in our products. What this means is that a deal amount may be $100k when fully realised, but from the deal close date it may take 6-12 months to reach that point if the client chooses to put in $10k per month for example. This is causing an issue with forecasting and reports because once a deal closes the full amount is attributed in the report even if it has not been reached yet. Has anyone found a way to to work around this, perhaps with a custom property?

Betreff: Capturing dynamic deal amounts in forecasting

MiaSrebrnjak — Mon, 17 Apr 2023 10:04:50 GMT

Hi @michaelhayes,

Thank you for reaching out to the Community!

I wanted to tag in a couple of subject matter experts to see if they have any advice:

Hi @GCasali, @BukunmiOdetayo, @Wa-re, do you have any tips for @michaelhayes? Thank you!

Cheers
Mia, Community Team