chart to display opportunities by fiscal year / quarterly

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Posted on by sn1b

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Hello,

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!

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sn1b 2,190 on at

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RE: chart to display opportunities by fiscal year / quarterly

Found it, rtfm :)

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CRMInnovation.com on at

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RE: chart to display opportunities by fiscal year / quarterly

If you have answered your own question, atleast provide the answer.

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sn1b 2,190 on at

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RE: chart to display opportunities by fiscal year / quarterly

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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