Opportunity/Quotes - possibility to follow the pipeline on few year

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1

Hi,

I would like to be ba able to see revenue of an opportunity visible for few years.

Exemple, an opportunity will generate :

  • 400 000 € in 2021
  • 800 000 € in 2022
  • 1 000 000 in 2023

How can I achieve that ?

Thanks for the help

BR

Sebastien

2

@sguillon

Welcome to the community!

Where do you want to see this information?

3

Hi,

Would be great to see it on the dashboard .

4

@sguillon
If it is dynamically data you can use function field type. There is example.


If it is static dat you can create text or html field and insert data using WorkFlow or LogicHook.

5

Ok …
Thank you for the reply.
I will need a bit of experience to put this in place