1

Forecasts by account per calendar year with revenue spread across months

We need the ability to provide forecasts by Account per calendar year, and the revenue dollars need to be spread across designated months rather than allocated to a single month. User needs to be able to define start and end dates on the Opportunity and then enter revenue by month within that ti...

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Category: Forecasting, Goals, Gamification, Territories (4)

STATUS DETAILS
New
1

Have additional math functions in calculated fields

Currently calculated fields allow basic math, and some date functions such as diffindays, however there are missing math functions which would be useful such as: max(a,b,...) - return the maximum value from the list provided min(a,b,...) - return the minimum value from the list provided abs(a) - ...

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Category: Forecasting, Goals, Gamification, Territories (4)

STATUS DETAILS
New
1

Forecasting / Quota based on Product

Today we can define forecasting quota based on territory or sales person/hierarchy. Several Customers do their forecasting based on products - a sales person needs to generate revenue based on products or product-families. (e.g. CRM: 50.000,- and Microsoft 365: 100.000,-). This could be measur...

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Category: Forecasting, Goals, Gamification, Territories (4)

STATUS DETAILS
Under Review
3

Forecasting with an other field than "Owner"

For now, we have to use the Owner field to create a prevision. Can we imagine use a different user field (custom) ?

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Category: Forecasting, Goals, Gamification, Territories (4)

STATUS DETAILS
Under Review