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I tried under the opportunity entity, using goals, goals metrics and have no clue about financial/accounting forecasting.
There is probably an ootb way to do what I'm looking for but still unable to define on what I've to focus.
This would be:
- display opportunities by fiscal year / fiscal period without having to create plenty of customized views as our opportunities can be long term projects
- display charts
Thanks to give me some guidelines!
Found it, rtfm :)
If you have answered your own question, atleast provide the answer.
you have to use goals, goals metrics and roll-up queries like explained into the documentation. Then you can use charts to visualize the result: in-progress revenues, in my case, quarterly.
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