Method Community

Would you please explain how to use the planning and analysis reports? I have played with them for a couple of days and can't seem to get anything to update.

 Thank you -

Jacob

Hey Jacob,

You need to click the "Recalculate" button.  Try creating an opportunity and assigning it to that campaign.  Create a second opportunity, assign it to that campaign, and choose a status of "Closed Won".  When you click Recalculate in the Campaign screen you should see Total Opportunities: 2, Total Opportunities Won: 1.

Paul