How to create a summary report for forecast dates and actual completed dates

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I need a monthly forecast summary report.  I can easily create the forecast but I am having an issue with the completions.  My completions are only showing what completed out of the forecast number, we have completions that pull in from other months, I need to count all monthly completions not just the completions that were in the months forecast 

I am using a calculated column for the completions


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Posted 3 years ago

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Photo of QB_Support_Brian


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Hi Shontay,

It's hard to advise on this one without knowing specifically how your app is set up. The best thing to do would be to open a support case by going to Help > Manage Support Cases > + New Support Case so one of our customer care specialists can take a look at the app with you and help out that way.