Zoho community - I am on the verge of purchasing Zoho crm for my company's crm tool but I can not for the life of me figure out how to set up a report on my dashboard screen that will show a "forecast" of the deals coming in for a particular time frame? Nothing off the wall - just a basic sales forecast report that shows:
Potential Name
Sales Stage
Potential
Expected Revenue
Owner
Can someone please help me with this or point me in the right direction on how to do this...
Thanks in advance!