We have opportunities that have 3 product fields on them, which then tally up to a total amount on the opportunity page. As we don't use the built in Amount, we use this new formulae amount field, how can I get this field to be displayed on the forecasting tool. Is it even possible?
Once a contract has been activated, when its up for renewal we get the usual owner expiration notice 90 days before. If the contract does not renew the status still stays at activated. How can I get it to say lapsed or dead automatically upon contract end date.
We're considering starting to use the Forecasting functionality in Salesforce.
What I've found is that the Forecast amount is driven by the Amount field (standard field) in the Opportunity. We are not using that field.
We have 4 revenue componants that we track for each deal. I've created custom fields for each one, and a calculated field (called 1st Year Revenue) to sum the componants. It is this field that we report on as our Pipeline revenue.
When I ran my first Forecast, the "Amount" for the deals in my Pipeline was "0."
So... I either need to:
Somehow, update the "Amount" field with the contents of the calculated field "1st Year Revenue" each time the Opportunity is edited.
or, make the "Amount" field a calculated field.
or, drive the Forecast calculations off of the "1st Year Revenue" field I've created.
Does anyone out there have a solution or workaround for this issue?
