You need to sign in to do that
Don't have an account?
Ken_s2
Rolled Pipeline
Hi,
Am trying to create a custom formula to determine what % of our pipeline was rolled from one month to the next (ie opportunities due to close this month that were pushed into this month from last month).
Ideally it would be a percentage showing something like
sum of amount where historical close date is less than current month / sum of amount where close date is this month
Would there be anyway to do this without going out to excel?
You could build on the Opportunity Trend Report, one of the standard reports. Unfortunately, when Customizable Forecasting came in in August, 2005, SFDC failed to include a version of this report that incorporated the new forecasting. I find as a result that I have less ability to track forecasting accuracy over time than I did before - quite ironic when you consider that the customizable forecasting lays down a record of each individual's forecast, and thus should actually give more ability to gauge forecasting accuracy.
Scott Fletcher