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tlam
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Tiffany Lam

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tlam
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May 04, 2022
Reply to Forecast Date Range- Custom for Fiscal Year
This is absolutely critical for forecasting. it would be good to also forecast by year verses Quarter (on fiscal timelines). Right now it's definitel...read more
tlam on May 04, 2022
Look up user defined fields or view parent tables on the deals information under a forecast
It would be nice to have the ability to set up a field that can look up a parent value. I am referring specifically to the deals table where some areas don't show the company name that was associated to the deal. So especially when you start peeking read more
Reply Idea Deals
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