Hi There,
I'm trying to create a sales forecast. To create it I want to use figures from 2024. However the time periods for the columns need to be 2025. Is there a way I can see actual historic data? I.e January 2024 vs January 2025?
The only way I found I can do this is by manually entering the 2024 data. However, given that I'm doing this for a number of different businesses it's very tedious. So for example in the period column for March 2025, I would like to see actual salees figures from March 2024, the forecasted amount (based on March 2024) followed by the Actual sales figures.
I'm using Invoice owner acount to specify the different business units (rows) and Invoice created on filed to specify the time period.
Thank you
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