I would like to be able to create forecast reports for each quarter, but our financial quarter is not the same as the calendar quarter so it would be really helpful if there would be a setting option to chose the dates for your quarters
Hey Lily!
What feature are you looking at for changing the quarters? I’m wondering if you could utilize the Timeline Columns instead to set your own dates and rename each Timeline Column per quarter.
What do you think? Let me know your thoughts and we can go from there!
So I would like to display a forecast report in our financial quarters as well as set sales team targets to these dates. The sales targets i think would work like thus but how could we display this in a chart view?