Rolling Forecast within time

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5 - Automation Enthusiast
5 - Automation Enthusiast

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

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