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Changing forecasting based on field?

Tuned Listener
Posts: 10
Country: United States

Changing forecasting based on field?



In my ACT DB, I've made a required field in the Opportunities dialog where the user has to select a value for shipping date (e.g. quarterly, yearly, 5 years, and so on). Is there a way to have this value impact what shows up when forecasting? So for example, an order that is not going to ship for 2-5 years will not show up when I'm trying to forecast for this year.


Thanks for any help in advance!

Platinum Elite Contributor
Posts: 6,867
Country: USA

Re: Changing forecasting based on field?

What are you using for your forcasting?
Roy Laudenslager
Retired ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer