My forecast report is showing values less than zero, but this doesn't make sense within the context of the data.
This often occurs when partial data from the current month is skewing your overall numbers. Filter out the current month to improve the accuracy of the forecast.
For more information, see this article: Working with report filters.
How can I exclude the current month if I need to set the date to "All History" as the end timestamp to make the forecast button work?
It won't be possible to exclude it in All History.
What I'm thinking is that you can use custom or advance and select the date from when the account was created, or the specific years you want to go back to and your end date will be last month.
Dane If it's not possible, could you update the answer to reflect what should be done? The answer is literally saying to do the impossible thing -- that's why I posted my question. It's unclear how one is supposed to follow the advice in the answer. If you must build a custom formula to do this, that probably should be outlined in the answer.
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