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JillW Graphs - Pipeline, Closed, Closed + Pipeline
When I set up a report to group by "Forecast Category", I get lines for "Closed", "Pipeline" and "Omitted". What I want are lines for "Closed", "Pipeline" and "Closed + Pipeline". I see that "Closed + Pipeline" is available in the "Select Columns to Total" section and I can group by "Closed + Pipeline" (not that grouping by "Closed + Pipeline" is helpful).
Is there a way to get the report to look like:
Closed + Pipeline ________________
Pipeline ____________________
Closed ____________________
You may have to create a custom Formula(text) field that evaluates the Forecast Category and the Opportunity IsClosed/IsWon fields and run your reports on that.
We had to do this on our SFDC Org because the standard SFDC Forecast Categories did not accurately map to the criteria our Execs use for Pipeline Categories. So I wrote a formula that evaluated IsClosed, IsWon, Probabilty% and a few other things, and spits out "Pipeline Category 1, Pipeline Category 2, Pipeline Category 3, etc...).