Expected close data and expected period for the completing work ?
Hi
We are a consultancy that sells hours.
When we add a deal to PD we set the expected close date.
However, we would like to indicate on the deal when we are expecting to "put in the hours" to do the work. We would like to use this to forecast expected revenue from hourly work in each month
As an example:
A deal/proposal is expect to be signed on March 1, but the work is not to be done before in April and may.
How can we go about this ?
Any suggestions is greatly appriciated
Best
Henrik
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Answers
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You're mixing sales with delivery.
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