Hope I can explain this correctly, and am posting this well. I'm trying to do some sales forecast calculating. The first image is the "source data", customer wants to enter number of deals of each of 3 types, for the entire year. I'm being asked to map that into expected revenue by deal type by month. The 2nd table is what I'm trying to auto-create from the source data.
I want automatically to convert, as example, the 4 deals in the 2023 "essential" table into, 1 deal in the first qtr, 1 in the 2nd qtr, etc., while splitting up the Activation and SaaS prices. (SaaS = Annual Deal Value - Activation). The Activation is a one-time fee and would happen 2 months after signature. The Annual Revenue start 4 months after signature and would be split up by month, for 12 months. I also want to accumulate the Annual Revenue of each deal type, to reflect a total revenue by deal type.
Any and all help is greatly appreciated, this one is stumping me! The source data format cannot change. The second table can change, if there's a more intelligent way of executing this and getting to accumulated revenue by month.
Thanks a LOT!!
GaryV
I want automatically to convert, as example, the 4 deals in the 2023 "essential" table into, 1 deal in the first qtr, 1 in the 2nd qtr, etc., while splitting up the Activation and SaaS prices. (SaaS = Annual Deal Value - Activation). The Activation is a one-time fee and would happen 2 months after signature. The Annual Revenue start 4 months after signature and would be split up by month, for 12 months. I also want to accumulate the Annual Revenue of each deal type, to reflect a total revenue by deal type.
Any and all help is greatly appreciated, this one is stumping me! The source data format cannot change. The second table can change, if there's a more intelligent way of executing this and getting to accumulated revenue by month.
Thanks a LOT!!
GaryV
