Sales projection report by month
Jan 8, 2019 11:10 AM
I am trying to create a report that shows estimated monthly revenue within a deal.
For example, we might have a deal with a total value of $20,000. The revenue from that deal comes in month-by-month, not all out once. In month 1 it might be $5,00, in month 2 $10,000, and in month 3 $5,000. So we would want to show month one having a projected revenue value of $5,000, etc.
Anyone have a solution for this beyond setting up a new deal for each month?