Business Calendar

In ChannelCRM forecasts and budgets are tied to a Business Calendar and not directly to dates. The reason behind this is that your Business Year may start on a day different from the New Year and your Business Periods may differ from the traditional months.

If the Business Calendar does not extend far enough into the future you can extend it by clicking Add month. Doing so will add one row with approximate values (based on previous rows).

The field IsYearStart is worth noting. A check mark here (and only one) will instruct the system as to what month should be presented as the first in forecast graphs etcetera.

Page url: http://www.channelcrm.net/us/index.html?net_administrationcalendar.htm