Is there a way to run a report in salesforce on the expected revenue I am to receive based off of scheduled transactions, specifically those who have no transactions yet?
Announcement
Collapse
Information Needed
To help us with upgrading your instance please make sure to:
See more
See less
Scheduled Transactions
Collapse
X
-
Good day @AlexSH
You can create a report on Campaigns to get the expected revenue of the campaign.
Please see:
Hope that helps.Regards,
Click & Pledge Support Department
On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange
Join us @ the educational webinars: https://clickandpledge.com/webinars/
Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC
Comment