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Monthly View Not Available in Forecast by Sales Rep

edited Jul 31, 2025 1:54PM in Search / Reporting 4 comments

Hi Team,

Has anyone discovered a workaround or method to replicate a similar month-by-month forecast view using other reports or tools? Ultimately, we are trying to generate a monthly sales forecast view.

  • Is there a specific reason why monthly column selection is not available in the Forecast by Sales Rep report?
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