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buggs sfdc
Monthly & Quarterly Revenue
HI Everybody,
Need your suggestions and help on this request.
I have 2 custom fields :--
1)Total Revenue
2)Duration
3)StartDate
Whenever my TotalRevenue is $150000k and Duration is set 8 weeks and start date July-1-2020.I need to create to show monthly and quarterly budget from the total revenue,please suggest me the best solution
I appreciate your quick response.
Thanks
Need your suggestions and help on this request.
I have 2 custom fields :--
1)Total Revenue
2)Duration
3)StartDate
Whenever my TotalRevenue is $150000k and Duration is set 8 weeks and start date July-1-2020.I need to create to show monthly and quarterly budget from the total revenue,please suggest me the best solution
I appreciate your quick response.
Thanks
Did you try using reports and add filter conditions accordingly.
https://help.salesforce.com/articleView?id=analytics_overview.htm&type=5
Also, try to review 'Monthly and Quarterly Forecast Amounts in Collaborative Forecasts'
https://help.salesforce.com/articleView?id=forecasts3_monthly_quarterly_concepts.htm&type=5
Thanks,
Vinay Kumar
Thanks for the response, iam looking to implement on opportunity object ,i need to calculate on the same object without using forcast module,so if you have any ideas how to implement it,please respond me here.
As mentioned you can try creating a report on the opportunity and add appropriate filter conditions.
Also if required create a custom or formula field that calculates value if you need to do some calculations like combining two fields etc., and it can be hidden as backend field.
I haven't found any example references which match your requirements.
Thanks,
Vinay Kumar