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thusker Formula to note Forecast Category Changes?
I'd like to have a field that indicates when opportunities are updated from a Forecast Category . . . specifically if they are "Committed" (moved from pipeline to Commit) or "De-committed" (moved from Commit to Pipeline). Then have the top $ decomitted deals show on a Dashboard.
My idea was to have a text field that could be populated automatically when Forecast Category was appropriately updated, maybe through a workflow rule? How would the formula need to be written to do that, if it can be done . . . any ideas??? Seems like I can't work with the field change in a report to be able to show it--so was thinking it would have to be a formula-related action.