Set the metric calculation period for a single quote
Learn how to set the metric calculation period for a single quote by overriding the organization-level setting.
From the Quote Detail page, you can override the organization-level Calculate Metrics Through setting on the current quote. After setting and saving this value on the quote, metrics are calculated for this quote based on the Calculate Metrics Through value set on the quote.
- Click the quote name on the Quotes tab or from an opportunity to open the quote.
- On the Quote Detail page, click Edit Quote Details.
- Under the Quote Information section, set the Calculate Quote Metrics Through option for this quote.
- Click Save.