Forecast deal with 2 payment dates

LanceT
LanceT Member Posts: 2 NEW MEMBER
edited December 17 in Sales CRM #1

hi I am trying to forecast a deal and be able to show the instalment dates on the forecast report with my own chosen dates.

I have updated product and instalment dates but can’t get this to show on report.

Tried to resolve on chat but to reply today. Any help much appreciated as this was primary reason for taking pipestone and I was assured I would be able to do this

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Answers

  • Helio
    Helio Pipedrive Team Posts: 89 PIPEDRIVE TEAM
    Fourth Anniversary 10 Comments 5 Likes Name Dropper
    #2

    Hello @LanceT,

    I hope you are doing well today!

    My name is Hélio, and I’m part of the support team.

    To add a new report, please follow these steps: Step-by-step guide. Once you’ve done that, you can adjust the filter to your preferences here: Filter settings.

    You can also learn more about our Recurring Revenue reports here - Recurring Revenue feature, and here - Recurring products.

    If you’re still unable to retrieve the data you need, please don’t hesitate to contact our support team again. We’d be happy to assist further and troubleshoot the issue to ensure everything is set up properly.

    We’re here to help, and we want to ensure everything works smoothly for you.

    I hope this helps!

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