scubawildwillie
New Member
- Joined
- Nov 30, 2015
- Messages
- 7
Hello. Hoping you can help with this one. I'd like a more automated way to populate my revenue forecast based on the following fields:
Re' Fee Type: One Time Fees are billed on the start date and include the full amount, regardless of the day it starts. Monthly Fees start on the start date and continue monthly until the end date. If the start date lands in the middle of a month the amount is prorated based on the number of remaining days in the month.
Below is sample of what it looks like in Excel without any formulas.
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Thank you in advance for any suggestions you may have.
Will
- Amount
- Fee Type
- Start Date
- End Date
Re' Fee Type: One Time Fees are billed on the start date and include the full amount, regardless of the day it starts. Monthly Fees start on the start date and continue monthly until the end date. If the start date lands in the middle of a month the amount is prorated based on the number of remaining days in the month.
Below is sample of what it looks like in Excel without any formulas.
A | B | C | D | E | F | G | H | I | J |
Client | Service | Amount | Fee Type | Start Date | End Date | Jan | Feb | March | April |
ServiceA | $10,000 | One Time | 1/15/15 | 1/31/15 | |||||
Service B | $4,900 | Monthly | 3/15/15 | 12/31/25 |
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Thank you in advance for any suggestions you may have.
Will