Yes, I can make a custom field. I've made a few custom things trying to solve this already. I don't fully understand the second question you are asking, both the forecast custom record and the invoice have a dates on them.

Ok so I realized I'm basically trying to solve for SUM = x(b) where x is the forecast number and b is the amount of records it is found in the found set. It is not possible to solve for this using a calculated measure. This leads me to my next fix. This would be to make sure all the sales orders join with the forecast…

Thank you! Here is the formula used for the formula field CASE CASE REGEXP_SUBSTR({entity#display}, '(\d+)\w') WHEN {entity^customer.custrecordsb_channel_forecast_customer<customrecordsb_channel_sales_forecasts.custrecordsb_channel_forecast_customer#display} THEN 1 ELSE 0 END + CASE {item#display} WHEN…