Is there any way I could add a quterly estimated cash flow field to an
opportunity form?
For example if we signed a contract and a client going to pay 50% up
front (Q2 2004) and then another 25% in (Q3 2004), etc. Management
wants to run a more accurate report on future cash flows.
I could just add a custom field Q1, Q2, Q3, Q4 fields but it becomes
a problem if it goes over a year. Is there any way I could use CRM's
notion of fiscal year in conjunction with a custom currency field? Any
advice would be appreciated ?

Estimated cash flow quarterly by Dave

Dave
Fri Feb 27 16:51:00 CST 2004

I would simply create multiple opportunities. One has a
sale that shows the 50% amount with an est close date of
6/30/04, and another opportunity with the 25% amount with
an est close date of 9/30/04, etc.
HTH,
Dave

>-----Original Message-----
>Is there any way I could add a quterly estimated cash
flow field to an
>opportunity form?
> For example if we signed a contract and a client
going to pay 50% up
>front (Q2 2004) and then another 25% in (Q3 2004), etc.
Management
>wants to run a more accurate report on future cash flows.
> I could just add a custom field Q1, Q2, Q3, Q4 fields
but it becomes
>a problem if it goes over a year. Is there any way I
could use CRM's
>notion of fiscal year in conjunction with a custom
currency field? Any
>advice would be appreciated .
>.
>