Where I can see expected recurring amount on forecast ? Example: I have 100 usd for expected revenue and 20 usd for recurring plan 3months, it means after I set expected closing on CRM e.g. expected closing date is June 2024, I have 20 usd (expected recurring revenue) for each month July, August, September. But report forecast did not show amount of recurring revenue on the right month.
@cybrosys-technologies5 ай бұрын
The recurring revenue can be viewed at the top of each month in the forecast report along with the expected revenue. In the list view, as well recurring revenue can be displayed provided the recurring revenue column is added to the list view