{"id":10745,"date":"2015-08-06T14:04:53","date_gmt":"2015-08-06T14:04:53","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=10745"},"modified":"2015-08-06T14:04:53","modified_gmt":"2015-08-06T14:04:53","slug":"configuration-to-display-correct-forecast-values","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/08\/06\/configuration-to-display-correct-forecast-values\/","title":{"rendered":"Configuration to display correct Forecast values"},"content":{"rendered":"

Hi everyone!! This would be the shortest blog topic we had ever posted on our site but, regardless to say it will give you more information on the Forecasts module of Sage CRM.
\nNew Stuff:Access your ERP data on the Move using Integration<\/a><\/strong>
\nFew days ago, one of my customer wrote an email to us stating that when he is creating Forecasts for the Quarter let\u2019s say i.e. 2015 \u2013 Quarter 2<\/strong>\u00a0then My Pipeline<\/strong> grid displays the incorrect months and year on the screen. See below screenshot for reference.
\n\"IMG1\"<\/a>
\nFrom the highlighted area, you can see Instead of showing current year it is displaying previous year and also selected Quarter is also incorrect. So, while checking the Forecast configuration setting at below path I got to know that incorrect month was configured in Sage CRM.
\nAdministration | Data Management | Forecast<\/strong>
\nTo display the correct Quarter and Year under Forecast<\/strong> screen Fiscal Year Start Month<\/strong> field should contain January<\/strong> as Start Month. See below screenshot for reference.
\n\"IMG2\"<\/a>
\nOnce the above configuration is done, system will start showing the correct year as shown in below screenshot.
\n\"IMG3\"<\/a>
\nAlso Read:<\/strong>
\n1. Forecasting \u2013 Reports to field in CRM<\/a>
\n2. Add New Forecast Quarters to create New Forecast<\/a>
\n3. Importance of CRM ERP integration<\/a>
\n4. Problem displaying Images in Crystal Reports<\/a>
\n5. Opportunity Funnel in Sage CRM 2014 R2<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Hi everyone!! This would be the shortest blog topic we had ever posted on our site but, regardless to say it will give you more information on the Forecasts module of Sage CRM. New Stuff:Access your ERP data on the Move using Integration Few days ago, one of my customer wrote an email to us\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[73,161,332],"tags":[1845],"class_list":["post-10745","post","type-post","status-publish","format-standard","hentry","category-configuration","category-forecast","category-sage-crm","tag-quarter"],"yoast_head":"\nConfiguration to display correct Forecast values - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/08\/06\/configuration-to-display-correct-forecast-values\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Configuration to display correct Forecast values - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Hi everyone!! This would be the shortest blog topic we had ever posted on our site but, regardless to say it will give you more information on the Forecasts module of Sage CRM. 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