RE: Opportunites (CRM) revenue recognition dates
Hi, we are new to using the CRM.
We see that you can enter revenue recognition dates on individual opportunity lines. We would like to generate a report that shows the periodisation of the forecast opportunity revenue so we can build a latest estimate revenue overview. . At the moment we are only able to use the expected opportunity close date which isn’t very useful for illustrating the revenue impact.
Any advice is appreciated.