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Forecasting Broken

edited Nov 22, 2019 10:24AM in CRM 1 comment

We are having a problem using Netsuite’s Forecasting to track our Sales progress.

The Forecasting takes into account:
-Opportunities
-Proposals
-Sales Orders
-Invoicing

However, it does not appear to consider when the order will ship, except for the Opportunities.  This causes a problem as we take Sales Orders in that might not ship until the next quarter.  Therefore, if I run the Forecast for Q1 now it will show a Sales Order that is not actually shipping until Q2.  Also if a Sales order was dated December 31st, but had not shipped in this quarter yet, it would not show.  Finally, when I get to Q2, the Sales Order in Q1 will finally ship and be invoiced.  This will give the Sales Rep

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