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Customer Forum

Forecasting

External Posted: 2011-07-07 13:50

 Hi

Is there any way of excluding Renewals from Forecasts? We only want to include New Business opportunities, not renewals.

 

Thanks!
Workbooks Support Posted: Thu, 07.07.2011 - 14:49

You need to configure the Mapped forecast status value in the Opportunity Stages screen.  You can include/exclude the appropriate statuses.  Here's a link to the relevant Knowledge Base article - Opportunity Stages.