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Booking forecast....

edited Jan 3, 2020 12:30AM in Search / Reporting

We are looking for a single report that essentially shows the 'pipeline by sales rep detail' and also includes 'booked sales by sales rep' for a given period....

The issue-- when using forecast reports the reports seem to always be forecasting revenue as opposed to bookings (we use adv. rev-rec and have RR terms of up to three years for our larger deals).

For looking into things it seems that using an 'alt sales' forecast might work. However, is there any way to lock 'Alt Sales' to simply be an exact mirror of the sales order amount (as in per line item).

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