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Forecast excl estimates in KPI Scorecard
Hi,
I need to add a KPI to our scorecard for our salesreps that is the equivalent of forecast excluding estimates. I know that I can exclude the estimates from forecast through the accounting setting. However I do need the estimates to be included most of the time.
I can of course create custom reports that filter the forecast to exclude estimates but our sales reps need to know the forecast for expected billing from sales orders + billings at their dashboard.
And I can't add a custom reports to the KPI Scorecard for some strange reason.
Any tips?
(note: we use the advanced billing feature, so one sales order can generate a forecast for over a year)
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