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Using Maximizer 7. When I try to print / run a Forecast report, it always come back empty. Doesn't matter what parameters I put in, or how many opp's I select.

Any ideas would be appreciated.
 
Posts: 78 | Registered: September 29, 2004Reply With QuoteEdit or Delete MessageReport This Post
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your not putting in the expected close date. The two feet icon or view / sales step summary.
The report is prompting you for a date range but none of your opportunities have that date filled in so you get an empty report. Send a suggestion in to Maximizer asking for the projected close date to be on the main opportunity creation page. The more pressure they get the more likely they will change it.


Voted most likely to be a Hill Billy, Mental Patient or Chimpanzee.
 
Posts: 119 | Registered: January 15, 2003Reply With QuoteEdit or Delete MessageReport This Post
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Thanks for the reply. Never would have found the answer. I always thought the close date was after it closed!?
 
Posts: 78 | Registered: September 29, 2004Reply With QuoteEdit or Delete MessageReport This Post
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