Sales with a “DATE TO CLOSE” within Range of “FY MTH END” filter Selected = ACTUAL SALES
Sales with a:
“DATE TO CLOSE” after “FY MTH END” filter Selected &&
“DATE TO CLOSE” before “FY YR END” of "FY MTH END " filter Selected = FORECAST
NOTE: FY MTH END seldom matches CALENDAR MTH END
See Attached
Hi @DMercier, did the response provided by @Dharma help in solving your query? If not, how far did you get and what kind of help you need further? If yes, kindly mark as solution the answer that solved your query.
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