Anyone have any luck creating a saved search showing recognized and forecasted revenue w/ the recognized portion matching the PnL? Recently converted to ARM and looking to marry schedules and plans together to show this

RSM I think has done this with a customization. I no longer work there, but it might be worth looking into

Thanks. Even got the new profile pic I see 😉

I use a customized revenue by customer report, it will show revenue as scheduled and recognized, so if you do a lot of reclassification of revenue or allocations it won’t match, but if you don’t do a lot of revenue adjustments it will match your IS.

We can help you with that via Satori Reporting (www.satorireporting.com)