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Forecast Accrual
Dear Developers,
I am in a project based environment and most of my forecast amounts must be broken per delivery month of the project. For example, if an opportunity worth USD 40000 is closed today and it will be delivered from Novermber to January. The forecast should split the Amount per Month and not lumpsum, which its doint on date of deal closure. Any one who has done this.
I dont want to use a project mnagement tool for billing...just want to have everything on Salesforce.
Thanks & Regards,
Cassim
I am in a project based environment and most of my forecast amounts must be broken per delivery month of the project. For example, if an opportunity worth USD 40000 is closed today and it will be delivered from Novermber to January. The forecast should split the Amount per Month and not lumpsum, which its doint on date of deal closure. Any one who has done this.
I dont want to use a project mnagement tool for billing...just want to have everything on Salesforce.
Thanks & Regards,
Cassim
Create a formula field that breaks down amount by number of months