2 Replies Latest reply on Mar 28, 2018 9:44 AM by geryn.ligator

    Cash Goal Using Data from 2 Months Prior







      The cash goal I would like to get uses 95% of the charges (revenue) from 2 months ago. The issue that I am having is telling that number to read as today's month. For example, for the March goal, I need 95% of charges brought in in January. I need this number to read as the March goal.


      I want to avoid using relative dates and would like to do this through calculations/filters.




      Thank you!