Dear all,
We are using the revenue scheduling feature to build a monthly opportunity pipeline.
For monitoring purposes we provide reporting that shows planned revenue from opportunities by quarter.
What I am missing is a flag on the individual revenue schedule items (e. g. December 2016 = 60.000 EUR) that indicates whether this revenue has already come in.
Without this flag, our reporting leads users to believe that we are still expecting 60.000 EUR from December 2016 even though the responsible sales team knows that this revenue has been booked already.
Is there any way for us to mark individual revenue schedule items as completed? How are you solving this?
Thank you
Moritz
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.