We are a SI and we are using Dynamic CRM to track all the contracting opportunites. Each development opportunity usually spans multiple months with the customer paying a portion of the total every month. We are looking to create a report that will show monthly inflows to assist with budgeting. The problem we are having is that in the Opportunties record there is only 1 location to input the entire revenue for the opportunity which when you report on it reports all of the revenue for the given multi-month opportunity in one month. ExampleOpportunity1 - Open 12/01/09 - Close 02/31/10 - Est Revenue $50,000 ($20k Dec, $20k Jan, $10k Feb)Opportunity2 - Open 12/01/09 - Close 01/31/10 - Est Revenue $30,000 ($20k Dec, $10k Jan) Opportunity3 - Open 12/01/09 - Close 03/31/10 - Est Revenue $90,000 ($20k Dec, $30k Jan, $30k Feb, $10K Mar)
Currently if I report on open date the report will show (formating not issue but rather monthly sort)
Month Total
Dec $170,000 Jan $0 Feb $0
March $0
I want the report to look like the following
Month Total
Dec $60,000 Jan $60,000 Feb $40,000
March $10,000
Any advice assistance on this is greatly appreciated.
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