Calculating Deal Total This Calendar Year

Smart CRM & Sales Hub Tips, Tricks & Best Practices
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Hey there! Let me know if this would be of help:

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Essentially, we’d use a formula that calculates the prorated amount for the remaining months in the current year. The formula could look something like this:

(Deal Amount / 12) * (12 - MONTH(Close Date))

Here’s the breakdown:

  • Deal Amount is the total value of the deal.
  • Divide it by 12 to get the monthly value.
  • Subtract the month of the close date from 12 to calculate the remaining months in the year.
  • Multiply the monthly value by the remaining months.

As you can see, I did a testing example with a hypothetical deal of 100K closing on March 31s, and it prorated the expected amount to 66K.
Is this more or less what you were looking for? I’d love to be able to help further if not.