I know there are plugins in the store for this type of thing. However, I was thinking on building something simple. I’m just really in the “thinking about it” stage. Kind of looking to see what others have done.
The main thing I’m thinking about right now is if the forecasts just need to be a field in the user/opportunity, or it’s own module?
So for example I’m thinking sales rep “Dave” would enter an annual monthly “target” for each month. This could be compared against actuals for the time period. I’m thinking Dave would need one record for each month. OR alternatively one record for each year that contained monthly totals.
This is really where I’m looking for input? Has anyone built their own, or pretty much using a plugin from the store?