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forecast report depending on quotes -> revenue change -> problem
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Fritz Theiss
Nov 4, 2009, 6:01:01 AM11/4/09
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hi,
one of our subsidiary companies using crm 3.0 has commissioned a specific,
complicated forecast report. this report is depending on quotes.
now let us assume that a quote has been "migrated" to an order and is closed
now.
however from time to time they are seeing that the expected amount of order
is lower than forecasted. now the forecast report is wrong as it is dependent
on quote.
how can this problem be handled without changing the forecast report (which
is not wanted)? i.e. is it possible to somehow "fake" the system by entering
negative amounts in an additional quote?
--
thanks in advance / danke im voraus, fritz
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Fritz Theiss
Fritz Theiss
Nov 6, 2009, 8:19:02 AM11/6/09
to
anybody?
--
thanks in advance / danke im voraus, fritz
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Fritz Theiss
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