Calculated Forecast by Sales Rep
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?