On the Opportunity we have a custom field called 'Contract Term' it is a picklist with values 12 Months, 24, Months, 36 Months and 60 Months.
So Customer installation Complete Date is the start date of the contract and the contract term justifies the length.
We would like to run reports on all opportunities that have contracts expiring within 3 months. Any ideas on how I can start this process or if there is something I can utilize that is already built.
I imagine I need a particular formula due to the picklist on the contract term and close date being a date field. I was thinking of creating a custom formula field to add close date plus the contact term length to give an output end date.