I'm trying to create a dashboard to compare our sales pipeline to our forecast data. I've created the opportunity series of the dashboard; however, I'm stuck on the forecast portion. Is creating this dashboard possible? And if it is, can someone please explain how I'd go about creating it? I've created all of the other dashboards we need, but this one has me stuck. Help!
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Dear Jess,
Unfortunately, there is no option to create a dashboard based on the [Forecasts] section because it uses tables of other sections in the Data Base. As an alternative, you can build charts on objects of [Opportunities] and [Invoices].
We have registered the suggestion to allow building the dashboards based on the forecasts directly. Our R&D team will consider it for the further releases.
Lisa