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Need Solution For Monthly Revenue In Report
Greetings From Atlanta, GA USA!
When we get a signed proposal for a monthly project, we project how many months it will go and then put a lump sum in the Amount field.
So, if we were awarded a monthly project in March and the monthly fee is $2,500 and the project will go 24 months, we put in $60,000.
When we run a report for ‘Closed Won’ status, it will show $60,000 in March.
Those large lump sums skew our monthly revenue numbers.
Is there a way that we could put in the monthly fee of $2,500 and have it populate out over 24 months when we run a ‘closed won’ report? Then March would show $2,500, and if we ran it for April, it would show $2,500, etc.
I hope that makes sense.
Hi Bobby Darnell,
Create a formula field called Monthly Fee and add the following logic to show monthly spread.Then add that field as a column to the report.That should solve your issue.
Formula field logic : Amount field/ Project months field.
Hope this helps!.
Regards,
Santosh.
Regards, Mayur (www.gyanipandit.com (https://www.gyanipandit.com/))
Mayur,
Thanks for taking time to respond. Are you suggesting there is a report called 'Monthly Revenue Report'? (I must be missing it)
Bobby
Hi Bobby,
I guess he is addressing to reply if i am not wrong.
Regards,
Santosh
Santosh,
YES...thanks for this. I do have a challenge of 'folding' the monthly $2,500 in with the rest of the contracts that are done within the month (Are not spread out over multiple months) to create a snapshot of exepected revenue for that one month.
I guess I could add another field adding the two.
Thanks again for your thoughtful reply!
Bobby