Does anyone use any products from NetGain? We are in the process of renewing our contract for the coming year and the increase seems quite substantial for just the one module we use them for. Curious if others have the same experience.

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Hi all. I'm looking for some guidance on how to modify the standard forecast reports. The Calculated Forecast by Sales Rep, as an example, uses the Order Date on Sales Orders to forecast revenue. We believe it would be more prudent to use the Ship Date, especially since we can have a large gap (months or years) between winning an order and fulfilling it. As a result, the forecast is usually overstating expected revenue. We work with ACS 😅 and they cannot modify or recreate the report as a report or a saved search. They are now proposing a Suitelet. As always, it blows my mind that something as basic as a forecast requires an extensive custom solution. Does anyone have recommendations around this issue or can share alternative forecasting tools that work for you?

Has anyone put together a report that helps detail how/why the sales pipeline "moves" from month to month? Things like creating new Opportunities/Quotes/Sales Orders. So far I haven't had any success due to the fact the dollar value of Opps/Quotes can change over time, and pulling from the System Notes is clunky at best.

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