I am trying to create a table report based on the following:
The deal is in “Closed Won”, it shows the MRC by month for this calendar year and adds the MRC in the month that it was closed.
IE deal 1 closes in Jan - so it have MRC values from Jan to Dec, but deal 2 closes in April and it only displays the MRC from April to Dec
Im stuck getting it to display the entire year, and can get it to display the MRC and Deal name.
Any guidance would be greatly appreciated.
Hey @Serdel1 several has a lot ways of doing this (since there’s isn’t a clear one this was also added as an idea on the community you should follow it 
Anyway my advice here to build a clear vision would be to create an hidden pipeline to work with your main one.
1) You should be sure you have on your Main Pipeline at least these 3 properties (MRR, LTV, Invoicing Start Date and Termination Date).
- MRR to be updated if needed in case of expansion
- Start/Termination to understand when you should stop them
- Life Time Value (LTV) to sum all MRR values
2) Build your second pipeline, let’s call “subscriptions” in here you also need to build 2 other properties called subscription type (fields: Contraction; Expansion; Initial; Recurring) and invoice date.
3) Create a recurring workflow to work every month and align with your finance team to be sure when they invoice your customers - Your workflow should only roll after that.
3.1) On that workflow you should have a branch to understand if:
- Initial: if it’s the first time the deal is being invoiced for the first time
- Recurring: if no change happened on the MRR
- Contraction: if the MRR decreased
- Expansion: if the MRR increased
That in each branch you should create a new deal “subscription” setting the subscription type by the branch it’s in, give an invoicing date of the date the workflow worked, copy the current MRR of the deal and finally associate to the deal of your main pipe. That way you’ll be able to have a report like these for your all operation, segmented by whatever you want (industry, market, etc) or simply by deal.
Thanks José - I will give this a try and see how I go.