Forecast

Durl Jensen
Durl Jensen Member Posts: 1 VERIFIED MEMBER
in Sales CRM #1

I want to create a forecast based on the month we deliver the project which we have listed as "show dates". We have a custom data field set up that our salespeople use to provide the dates the tradeshow or event opens and closes. I have not been able to set up a forecast using "show dates". Does anyone know how to do this?

Answers

  • Edie Mew
    Edie Mew Member Posts: 167 VERIFIED MEMBER
    Third Anniversary 100 Comments 25 Up Votes 25 Likes
    #2

    Hi @Durl Jensen

    If I have understood correctly, when in forecast view you can choose which dates you want to use for forecasting. Please see screenshot attached where you change the date you use, your custom field should show there too

    Screenshot 2024-01-10 at 13.46.28.png


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