I have a Forecast by Revenue Class report. I would like to see the total amount of Sales Orders written included in this report, however when I put "Sales Orders: Transaction Total" it doesn't pull anything through? Does anyone know how I can bring sales orders into this report so I can see how close we are to the forecasting?
k
Karina
01/31/2023, 4:20 PM
revenue and sales orders are two different records. Do you use ARM or no?
j
Jacob Burke
01/31/2023, 4:35 PM
I understand that revenue and sales orders are two different records, however both are included in forecasting, which is what this report is for. And no, we are not using ARM
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k
Karina
01/31/2023, 4:44 PM
got it, this is just for sales. it should come though without any additional settings though…. you do have valid (i.e. with data) period selected, correct?
j
Jacob Burke
01/31/2023, 5:06 PM
Yes it is all correct. Forecasting is a combination of Opportunities w/o estimates, Estimates, Sales Orders & Actuals. The forecasting amounts are correct, so not sure why I wouldn't be able to pull in just sales orders in another column.