forecast - how to select a filter other than close date

twinloger

Hello. we would like to use the forecast. it does not suit us that he selects deals only according to close date. We make contracts with clients for several years (etc, 2021, 2022, 2023). We divide offers into several years (etc, 2021, 2022, 2023). We have plans for several years (etc, 2021, 2022, 2023). Forecast selects all trades only by close date. we use close date only in the stage win deal. We also need to choose other fields so that the forecast contains truly true data for us. I believe that there are more such users. In this form, forecasts have no value for us. do you have any for this solution?

 

In reports it's ok. I will choose any custom field in the deal to filter. (trvanie zmluvy = duration of the contract)

twinloger_0-1616484859189.png

 

 

in the forecast I only have close date and the data are different

 

twinloger_1-1616484858913.png

 

I can't use close date for success forecast

 

it would help us a lot. well thank you

peter