Removing weighted average from dashboard forecasts
lösung
Hi @benphillips It's not possible to disable the weighted totals from the Forecast report. With the Reporting Add-On you can report on total deal amounts based on the Closed/Won deal stage. Find out more about the Reporting Add-On here.
Thank you,
Ed Justen
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Removing weighted average from dashboard forecasts
lösung
The way I've worked around this is to create a new report that uses "Amount" rather than "Forecasted Amount" in the Deal Stage Measures criteria. If you build your report using the "Deals Forecasted", you can make that change, but it doesn't save - it reverts back to the "Forecasted Amount".
I do believe you need the reporting add-on in order to create your own reports.
Removing weighted average from dashboard forecasts
lösung
The way I've worked around this is to create a new report that uses "Amount" rather than "Forecasted Amount" in the Deal Stage Measures criteria. If you build your report using the "Deals Forecasted", you can make that change, but it doesn't save - it reverts back to the "Forecasted Amount".
I do believe you need the reporting add-on in order to create your own reports.
Removing weighted average from dashboard forecasts
lösung
Hi @benphillips It's not possible to disable the weighted totals from the Forecast report. With the Reporting Add-On you can report on total deal amounts based on the Closed/Won deal stage. Find out more about the Reporting Add-On here.
Thank you,
Ed Justen
Did my post help answer your query? Help the Community by marking it as a solution