Hi all,
I’ve almost finished our CRM, but I’m totaly stuck to have a rolling forecast.
To simplify it as much as possible:
I have an “OPORTUNITIES” table. Each record has a “VALUE in €”, a “CREATED DATE” and a “CLOSING DATE”.
I would like, on a second table named “ROLLING”, where each record is a “DATE”, to cumulate all the ‘OPORTUNITIES’ records witch are open at a “DATE” (inbetween “CREATED DATE” and “CLOSING DATE”) in order to have the rollup of all “VALUES in €” per day.
–> Having a rolling forcast of my oportunities within time.
Thanks a lot
