Financial Impact by Quarter weighted by the month?

johncon60

New Member
Joined
Sep 27, 2023
Messages
1
Office Version
  1. 365
Platform
  1. Windows
  2. Web
I've done calculations for financial impacts by year before - no big deal, but I was requested to dig a bit deeper. I have a list of customers with different end dates and products with varying % increases. So if I customer has a new contract starting in Apr. 2024, I can calculate 5% increase impact for the remaining 8 months. Not a problem. The powers that be, curse those powers, would like the impact by quarter - but scaled as accurately as possible. For example, an April start date, not a problem, 5% for 3 months for Q2. Column M has month, Column N has %. Columns P, Q, R, S have quarters 1-4. My issue is how do determine which quarter and the amount for a month that isn't the first of the quarter, ie, August for Q3? Or November for Q4? How do I determine the impact per the quarter but still weigh it by the months remaining in that quarter? Calculating months, no problem and quarters, no problem but to determine the impact part way through a quarter?
 

Excel Facts

How to calculate loan payments in Excel?
Use the PMT function: =PMT(5%/12,60,-25000) is for a $25,000 loan, 5% annual interest, 60 month loan.

Forum statistics

Threads
1,223,888
Messages
6,175,212
Members
452,618
Latest member
Tam84

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Back
Top