Forecast Should Include Recurring Invoices & Open Invoices
Jose Rivas, Jr
The Forecast option I think is great to be able to project Sales. But I think this tool would be even better if we could see our open invoices and/or recurring invoices in the Forecast option. I understand we can go in and add some of these opportunities manually, but it's double work for something the system already has. Or maybe even a filter option to be able to add in our open invoices or future invoices.