Monthly forecasting

We need to be able to drop amounts from a large client program over several months in order to forecast accurately.  Please advise how this can be done in Inisightly? And how to reflect this in a report. Thank you.



1 comment
  • Hello Liz,

    Thanks for your post!

    To better help find a solution for you can you clarify what you are looking to accomplish? Please specify the record type you are using for which you need this information for. 

    Looking forward to your reply. 

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