Skip to main content
Planview Customer Success Center

Financial Analysis Data Provider Not Populated Correctly

QUESTION:
Why is the Opportunities that have been created with forecasted revenue not showing up after the Financial Analysis Summary Job has run in the reports ?


ANSWER:
When creating an opportunity make sure to satisfy the requirements in order for the data to be available for reporting :

1. The opportunity has no outcome selected, or has the "won" outcome selected and no engagement exists that is associated with the opportunity.
2. The "close" date needs to be in the future (actual close, if populated, or revised close, if populated, or initial close).

For the Initial Close date, it has to be higher than the day on which the next execution of Financial Summary Job will start.