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Christian Schwabe (x)Christian Schwabe (x) 

Cashflow Report


Hello guys

I need some help with the following business case:

Users create an opportunity with the estimated amount and close date when starting a project. Details on the actual payment amounts and dates are added in the product schedules once the project moves forward.
We need a report that shows all opportunity cashflows on a timeline, combining opportunities with and without schedules and using whatever date and amount is available. For opportunities without a product schedule this would be closedate and amount, for opportunites with a scheduleDate and revenue.

Here is screenshot of the given datat and the expected outcome:
https://www.bilder-upload.eu/bild-326f1a-1601560325.png.html

Best regards,
Christian
koenny jonekoenny jone
As i know to create a report that shows all opportunity cashflows on a timeline, combining opportunities with and without product schedules. Query your database to retrieve data from both the opportunities and product schedules tables. Use a LEFT JOIN to combine the data, ensuring that all opportunities, with or without schedules, are included in the report. Create a unified data structure for the report, containing fields like "cashflow date" and "cashflow amount." In this structure, use the "close date" for opportunities without schedules and the "schedule date" for opportunities with schedules. Similarly, use the "estimated amount" for opportunities without schedules and the "revenue" for opportunities with schedules. 

Use a reporting tool or programming language with data visualization capabilities to generate the report. Plot the cashflow data on a timeline, representing each cashflow as a point or bar on the graph. Label each cashflow point with the corresponding cashflow amount. Add filters and options to the report to allow users to customize their view, such as filtering by date range or opportunity type (with or without schedules). 

you should be able to create a comprehensive report that shows all opportunity cashflows on a timeline, combining opportunities with and without product schedules, and using the available date and amount information appropriately. This report will provide valuable insights into the cashflow projections for each opportunity and help in making informed business decisions. https://www.screenmirroring.onl/how-to-watch-instagram-on-smart-tv-using-android-screen-mirroring/