Not sure if this belongs here, but.. .looking for a solution along these lines.
Production scheduling/planning from Forecast.
assume that quotes are used, and that product A, B, C etc are offered.
The company in question make these products; tooling/setup/recources are involved, and thus planning is required
So, assume there are 3 open opportunities with sale date (or a udef for delivery) in October that includes x units of Product A.
10 units in opp with probability 30%
20 units in opp with probability 50%
6 units with probability 75%
for planning purposes, the Production department should then in any easy manner see that 17-18 units would be called for delvery in October.
- Product A is just one out of several products.
A selection/dump to excel almost gets us there, but the calculations (probability * number of units) + sum of all sub totals have to be done manually every time for every dump. Doeable, but not very elegant.
As far as I know, Dashboard columns are set (cannot be used for calculated fields either). - May be I missed something.