create a deal revenue forecast report
SOLVEHi,
I need to create a similar report like "Deal Revenue Forecast by Stages" but WITHOUT weighting the stages. What I would like to have is the absolute value of the pipeline.
How do I do this? Please also mention applicable filters. Is it possible in Starter?
Many thanks in advance.
Cheers!
1 Accepted solution
create a deal revenue forecast report
SOLVEHi @EbarakHossain,
The forecast reports are not fully editable and cannot be changed that way. You would need to create a new custom deal report (Menu> Reports > Reports > Create custom report). If I remember correctly this is only available in Professional and Enterprise.
The configuration could be as simple as this:
Under Filters, you would specify the time frame.
Hope this helps!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
create a deal revenue forecast report
SOLVEcreate a deal revenue forecast report
SOLVEHi @EbarakHossain,
The forecast reports are not fully editable and cannot be changed that way. You would need to create a new custom deal report (Menu> Reports > Reports > Create custom report). If I remember correctly this is only available in Professional and Enterprise.
The configuration could be as simple as this:
Under Filters, you would specify the time frame.
Hope this helps!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
