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I can show a forecast for one sales person but when I try to add a 2nd one it wont display.  Is there a workaround?

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Thanks for the speedy reply!  I can get ONE salesperson to show using custom filter but if I try to add a 2nd salesperson it wont show.  Is there a workaround?

En İyi Yanıt

Hi,

You can group based on salesperson, and if you want a forecast for a particular salesperson, you can also add a custom filter in the CRM forecast.



Custom Filter:



Result:


For more details, please refer to the following links:

1. https://www.youtube.com/watch?v=y8QwgVSC4wI

2. https://www.youtube.com/watch?v=JtILtrJe-CI

3. https://www.youtube.com/watch?v=1AB7FGuNn-k


Hope it helps.

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