{"id":1048,"date":"2025-07-30T17:33:19","date_gmt":"2025-07-30T17:33:19","guid":{"rendered":"http:\/\/gogetmuscle.com\/?p=1048"},"modified":"2025-07-30T17:39:37","modified_gmt":"2025-07-30T17:39:37","slug":"forecasting-multiple-product-types-on-same-deal","status":"publish","type":"post","link":"http:\/\/gogetmuscle.com\/index.php\/2025\/07\/30\/forecasting-multiple-product-types-on-same-deal\/","title":{"rendered":"Forecasting Multiple Product Types on Same Deal"},"content":{"rendered":"<p><P>In our business, there are two types of pricing models we quote for our deals. Option A might be $50k and Option B might be $100k.\u00a0<BR \/><BR \/>By specifying the product types for each option, I&#8217;ve created two custom rollup fields to help with forecasting.\u00a0<\/P><P>\u00a0<\/P><P>The field for Pricing Model #1 will pull in the amount for Option A and the field for Pricing Model #2 will pull in the amount for Option B.<BR \/><BR \/>HOWEVER, because I don&#8217;t believe there&#8217;s a way to pull information from quotes, I&#8217;m left to use the Deal&#8217;s Line Items to properly populate the custom fields.\u00a0<BR \/><BR \/>Without doing a bunch of back and forth with creating quotes and then re-adding line items that got deleted, my method of creating the custom rollup fields is too cumbersome.\u00a0<BR \/><BR \/>Does anyone have any recommendations?<\/P><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In our business, there are two types of pricing models we quote for our deals. Option A might be $50k and Option B might be $100k.\u00a0By specifying the product types for each option, I&#8217;ve created two custom rollup fields to help with forecasting.\u00a0\u00a0The field for Pricing Model #1 will pull in the amount for Option [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[14],"tags":[],"_links":{"self":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/1048"}],"collection":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/comments?post=1048"}],"version-history":[{"count":1,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/1048\/revisions"}],"predecessor-version":[{"id":1049,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/1048\/revisions\/1049"}],"wp:attachment":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/media?parent=1048"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/categories?post=1048"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/tags?post=1048"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}