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Christopher Taylor Relating Sales Data Imported from ERP to Opportunity Forecast Data?
Here is our setup:
We have actual sales data imported as a custom object as a child to the Account object. Each month we use data loader to upload a new record with some apex that designated the newest batch file as "active" to ensure the proper numbers are bing referenced. Some examples of fields from this object are "January CY Sales", "February CY Sales", etc.
I am wanting to create reports and charts that will show me January's prior year for all accounts for our sales members while referencing their current year's opportunity rollup for the same month to let them gauge accuracy on forecasting. I have the objects related through a bridge custom object, but the problem is getting dates to line up.
We have actual sales data imported as a custom object as a child to the Account object. Each month we use data loader to upload a new record with some apex that designated the newest batch file as "active" to ensure the proper numbers are bing referenced. Some examples of fields from this object are "January CY Sales", "February CY Sales", etc.
I am wanting to create reports and charts that will show me January's prior year for all accounts for our sales members while referencing their current year's opportunity rollup for the same month to let them gauge accuracy on forecasting. I have the objects related through a bridge custom object, but the problem is getting dates to line up.