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Report > Active Sales Orders with Monthly Sales Forecast for 12 Months

edited Oct 19, 2022 11:05PM in SuiteCloud / Customization 6 comments


We are a subscription business.

All of our customers have sales orders with term lengths (mostly a year, some 18 months, etc)

They all have different billing schedules (some pay monthly, quarterly, yearly)

I am simply looking for a report that takes all our active sales orders and presents us with a monthly sales forecast for the upcoming 12 months.  Not a forecast in terms of new customer sales, just one that takes our exsiting sales orders and draws out the payment schedules for each customer so we can forecast expected sales from current customers.

Any help would be appreciated.


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