Need to be able to add opportunity id to forecast table

  • 17 January 2022
  • 1 reply
  • 7 views

Userlevel 5
Badge
  • Gainsight Employee: Veteran Rookie
  • 11 replies

Hi Team,

 

I came across a case where we cannot add the Opportunity id to the forecast table in the Renewal center as the field is not available.


Looks like this field is hidden from the UI. Is there a way to add it to the Forecast table? Or can we have the ability to add it?

 

Please share your thoughts.


1 reply

Userlevel 1

Hi @rvinny 

You can update the ‘GS Opportunity’ object in data management and add a custom field that has a lookup to GS Opportunity ID. 

Once this is saved, this field becomes available to be added to ‘Table View’ in RC and then you can as well export it in reports. 

Hope this helps! 

Thanks

Reply