Apex Code Development You need to sign in to do that
Don't have an account?
Danielle S revenue projection
i all , good day !
At my company, we want to generate a forecasting projection of revenue for current year and next year.
We have 2 different volumes? quantity :
- Orders : which is the estimated volume ? quantity
- Closed : which is the real quantity after applying a percentage provided by the accounting (Pull through).
We are using schedule to enter the projected Closed volume and Revenue .
I would like to know if there is a way to add a field in the schedule product to add a custom fiels for Closed ( with the pull through percentage applied ) within the product schedules?
could you please advice ?
thank you :)
At my company, we want to generate a forecasting projection of revenue for current year and next year.
We have 2 different volumes? quantity :
- Orders : which is the estimated volume ? quantity
- Closed : which is the real quantity after applying a percentage provided by the accounting (Pull through).
We are using schedule to enter the projected Closed volume and Revenue .
I would like to know if there is a way to add a field in the schedule product to add a custom fiels for Closed ( with the pull through percentage applied ) within the product schedules?
could you please advice ?
thank you :)
This seem to be implementation requirement, I would recommend to reach out to Accelerator team who can help you on this if you have Premier or Signature Success Plans.
Reference:
https://help.salesforce.com/s/articleView?id=000337601&type=1
Please mark as Best Answer if above information was helpful.
Thanks,
is there any fees ?
thank you
What do you mean by implementation requirement ?
I am not sure if we have pre;ier and signature success plan . how can I check that we have it ?
thank you