• Reporting on Activity Stream

    Hello, I would like to report of specific activity stream - the goal is to see which deals are slipping through quarters and how many times. I though I could use the activity stream to see the changes of the Expected Close Date. However, I…
  • Forecast set up

    Hello, I just updated SugarCRM to 12.1 version and now I am trying to set-up Forecasts. I understand that the Forecast fields that are the summary of opportunities, so Forecast, Included Pipeline, Excluded Pipeline and so on are pulling from the…