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PRepakaPRepaka 

generating forecast reports on Lead object

hi

 

can u please tell me how to generate forecast reports on Lead object or any other object other than Opportunity. is there any setting required to do this. Please help me.

Joe GaskaJoe Gaska

 

If you truly want to "forecast" leads you will need to create a snapshot of the counts and/or analytics you are trying to capture on the lead object and publish it to a table and build a report so you can estimate growth rates.  Read the help section on creating analytic snapshots then think about the metrics you are trying to predict and build the report to tell you the current values and publish that to a table.