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How to create Quote line views

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Posted on by Luca.l182u

Hi,

I have Quotes attached to Opportunities, each quote correspond to an Opportunity.

I am trying to get a forecast of the products I quoted and to do so I am using quote lines, where I get a view of the products quoted for each Opportunity.

The issue is that I cannot easily access the view I created as the only way to do so is to click on create new view, select "look for quote lines" and then open the saved view I made.

Do you know if there is an easier way?

Also, I don't find a way to make a graph with the forecast over time and the quoted products.

Many thanks in advance

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Nya 29,060 on at

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Hi,

Sorry, I cannot understand you well.

Would you please provide an example or some screenshots about the issue?

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Luca.l182u 15 on at

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Hi, thank you for the reply.

I have now a dashboard with a sales forecast where, for each account, I sum the amount of money vs month. Those money are the sales of different products. I would like to show in the forecast only the sales of a specific product, if possible.

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Timothy Bohte 44 on at

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You need to create the view and diagram from Quote detail. Create a dashboard to make it more accessible. Use products (price list items) instead for accounts and use a date from quote to show it as a forecast.

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